Silicon Valley Opportunity, Series 2
Silicon Valley is a region in the San Francisco Bay area of Northern California and a global hub for
technology, venture capital and change as well as home to many of the world’s largest technology
companies. The term Silicon Valley originally referred to the region’s large number of silicon chip
innovators and manufacturers but has evolved into describing an area synonymous with
innovation, scientific development and high-tech research. Today, some of the most famous
technology companies make Silicon Valley home.
The Silicon Valley Opportunity Portfolio invests in companies headquartered in, or with
significant operations in, Silicon Valley.
Consider The Following Factors
- Technological innovation is not only driving tech firms, but is becoming a more important
component of healthcare, security, business services and finance.
- From June 2010 through June 2017, job growth in the Silicon Valley increased 26.6%.1
- Seven of the ten largest U.S. tech firms (by revenue) that are expected to post aggregate sales of
more than $1 trillion in 2018 make Silicon Valley their home.2
1 Silicon Valley Indicators
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 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.
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
You should be aware that the portfolio is
concentrated in stocks in the information
technology sector which involves
additional risks, including limited
diversification. The companies engaged
in the information technology sector are
subject to fierce competition, high
research and development costs, and
their products and services may be
subject to rapid obsolescence.
Technology company stocks, especially
those which are Internet related, may
experience extreme price and volume
fluctuations that are often unrelated to
their operating performance.There is no
assurance that the projections stated
herein will be realized.
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.
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.
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 cyber security.