Sabrient Small Cap Growth Portfolio, Series 35
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 7,500 stocks, indices, sectors, and ETFs.
Their models are designed to identify those companies that are anticipated to outperform or
underperform the market.
The Sabrient Small Cap Growth Portfolio is a unit investment trust which invests in top-ranked
small-cap stocks (at the time of their selection) that represent a cross-section of industries that
Sabrient believes are positioned to perform well in the coming year. They are GARP stocks – stocks
that they believe represent growth at a reasonable price – and they are meant to be held for the
full 15-month term of the trust.
Portfolio Selection Process
Sabrient’s selection process is based on the following six concepts:
This unit investment trust seeks above-average capital appreciation; however, there is no
assurance the objective will be met.
| Not FDIC Insured Not Bank Guaranteed May Lose Value
You should consider the portfolio's investment objective, risks, and charges and
expenses carefully before investing. Contact your financial professional 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.
Certain of the securities held by the trust are issued by real estate investment trusts (REITs). Companies involved in the real estate industry are subject to changes in the real estate market, vacancy rates and competition, volatile
interest rates and economic recession.
Securities of non-U.S. issuers are subject to additional risks, including currency fluctuations, political risks, withholding, the lack of adequate financial information, and exchange control restrictions impacting non-U.S. issuers.
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 and certain mid-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.
As the use of Internet technology has become more prevalent in the course of business, the trust has become more susceptible to potential operational risks through breaches in cybersecurity.
In February 2022, Russia invaded Ukraine which has caused and could continue to cause significant market disruptions and volatility within the markets in Russia, Europe, and the United States. The hostilities and sanctions resulting from those hostilities could have a significant impact on certain investments as well as performance.
The COVID-19 global pandemic has caused and may continue to cause significant volatility and declines in global financial markets. While the U.S. has resumed “reasonably” normal business activity, many countries continue to impose lockdown measures. Additionally, there is no guarantee that vaccines will be effective against emerging variants of the disease.
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.
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.