Sabrient Forward Looking Value Portfolio, Series 5
Sabrient Systems, LLC ("Sabrient") is an independent equity research firm that builds powerful
investment strategies by using a fundamentals-based, quantitative approach. The strategies are
used to create rankings and ratings on more than 7,000 stocks, indices, sectors, and ETFs. Their
models are designed to identify those companies that are anticipated to outperform or
underperform the market.
The Sabrient Forward Looking Value Portfolio is a unit investment trust that seeks to find companies that Sabrient believes are positioned to perform well in the near future by "looking forward" at anticipated earnings over the next few years. The stocks in the portfolio are selected by applying a comprehensive investment strategy developed by Sabrient.
This unit investment trust seeks above-average capital appreciation; however, there is no assurance the objective will be met. The portfolio terminates approximately fifteen months from the initial date of deposit.
Portfolio Selection Process
| Not FDIC Insured Not Bank Guaranteed May Lose Value
You should consider the portfolio's investment objectives, risks, and
charges and expenses carefully before investing. Contact your financial advisor
or call First Trust Portfolios, L.P. at 1.800.621.1675 to request a prospectus,
which contains this and other information about the portfolio. Read it carefully
before you invest.
An investment in this unmanaged unit investment trust should be made with an understanding of the risks involved with owning common stocks, such as an economic recession and the possible deterioration of either the financial condition of the issuers of the equity securities or the general condition of the stock market.
You should be aware that the portfolio is
concentrated in stocks in the financials
sector which involves additional risks,
including limited diversification. The
companies engaged in the financials
sector are subject to the adverse effects
of volatile interest rates, economic
recession, decreases in the availability of
capital, increased competition from new
entrants in the field, and potential
An investment in a portfolio containing small-cap and mid-cap companies is subject to additional risks, as the share prices of small-cap companies are often more volatile than those of larger companies due to several factors, including limited trading volumes, products, financial resources, management inexperience and less publicly available information.
An investment in foreign securities should be made with an understanding of the additional risks involved with foreign issuers, such as currency and
interest rate fluctuations, nationalization or other adverse political or economic developments, lack of liquidity of certain foreign markets, withholding,
the lack of adequate financial information, and exchange control restrictions impacting foreign issuers.
Although this portfolio terminates in approximately 15 months, the strategy is long-term. Investors should consider their ability to pursue investing in
successive portfolios, if available. There may be tax consequences unless units are purchased in an IRA or other qualified plan.
The value of the securities held by the trust may be subject to steep declines or increased volatility due to changes in performance or perception of the issuers.