Dividend Edge, 9  Ticker: FSRNHX
This unit investment trust seeks above-average total return through a combination of capital appreciation and dividend income; however, there is no assurance the objective will be met.
Product Code: DEDG9
Portfolio Status: Secondary
Initial Offer Date: 12/15/2017
Secondary Date: 03/14/2018
Portfolio Ending Date: 03/15/2019
Tax Structure: Regulated Investment Company
Distributions: Monthly
Initial Offer Price: $10.0000
NAV(*): $9.5622
POP(*): $9.6931
Remaining Deferred Sales Charge: $0.0000
* As of Trade Date: 12/07/2018 4:00pm ET
The Public Offering Price (POP) represents the net asset value per unit plus any applicable organization costs and sales charges. The Net Asset Value (NAV) represents the value per unit of a trust’s portfolio securities and other assets reduced by applicable deferred sales charges and other liabilities.

 Estimated Net Annual Distribution Per Unit
Estimated Net Annual Distribution Per Unit * $0.3624
As of 12/03/2018
* The estimates are based on annualizing the most recent dividends declared by the issuers of the securities included in the portfolio. There is no guarantee that the issuers of the securities included in the portfolio will declare distributions in the future or that, if declared, they will either remain at current levels or increase over time.

 Holdings Analysis Click here to Perform a Benchmark Comparison  
 Sector Weighting
Communication Services  Communication Services 7.68%
Consumer Discretionary  Consumer Discretionary 4.41%
Consumer Staples  Consumer Staples 18.32%
Energy  Energy 11.50%
Financials  Financials 0.00%
Health Care  Health Care 10.41%
Industrials  Industrials 3.82%
Information Technology  Information Technology 11.57%
Materials  Materials 3.23%
Real Estate  Real Estate 17.02%
Utilities  Utilities 12.02%
Other  Other 0.02%
  Large Mid Small  
Growth  45.01% 0.00% 0.00%  
Value  51.24% 3.73% 0.00%  

 Style Weighting
Large-Cap Growth 45.01%
Large-Cap Value 51.24%
Mid-Cap Growth 0.00%
Mid-Cap Value 3.73%
Small-Cap Growth 0.00%
Small-Cap Value 0.00%
Undetermined 0.02%
U.S. Stocks 96.75%   Other 0.02%
Non-U.S. Stocks 3.23%      
The style and sector characteristics of the portfolio are determined as of 12/07/2018 and will likely vary thereafter due to market fluctuations in the underlying securities.  

 Key Stats
Weighted Average Market Cap $119,196.56
Weighted Average Price/Earnings 16.62
Weighted Average Price/Book 2.75
As of 12/7/2018
All market capitalization numbers are in USD$ Millions

 Holdings  Export Current Holdings | View Initial Holdings  
 Merck & Co., Inc. MRK Health Care  Health Care Large-Cap Growth 5.53%
 Cisco Systems, Inc. CSCO Information Technology  Information Technology Large-Cap Growth 4.95%
 Pfizer Inc. PFE Health Care  Health Care Large-Cap Value 4.88%
 Realty Income Corporation O Real Estate  Real Estate Large-Cap Value 4.67%
 Welltower Inc. WELL Real Estate  Real Estate Large-Cap Value 4.52%
 Verizon Communications Inc. VZ Communication Services  Communication Services Large-Cap Growth 4.45%
 Target Corporation TGT Consumer Discretionary  Consumer Discretionary Large-Cap Value 4.41%
 The Coca-Cola Company KO Consumer Staples  Consumer Staples Large-Cap Growth 4.32%
 American Electric Power Company, Inc. AEP Utilities  Utilities Large-Cap Value 4.20%
 The Procter & Gamble Company PG Consumer Staples  Consumer Staples Large-Cap Growth 4.13%
 Duke Energy Corporation DUK Utilities  Utilities Large-Cap Value 4.13%
 Public Storage PSA Real Estate  Real Estate Large-Cap Growth 4.10%
 Kimberly-Clark Corporation KMB Consumer Staples  Consumer Staples Large-Cap Growth 3.91%
 Chevron Corporation CVX Energy  Energy Large-Cap Value 3.91%
 Emerson Electric Co. EMR Industrials  Industrials Large-Cap Growth 3.82%
 Occidental Petroleum Corporation OXY Energy  Energy Large-Cap Value 3.82%
 Exxon Mobil Corporation XOM Energy  Energy Large-Cap Value 3.77%
 Kimco Realty Corporation KIM Real Estate  Real Estate Mid-Cap Value 3.73%
 The Southern Company SO Utilities  Utilities Large-Cap Value 3.69%
 QUALCOMM Incorporated QCOM Information Technology  Information Technology Large-Cap Growth 3.50%
 AT&T Inc. T Communication Services  Communication Services Large-Cap Value 3.23%
 LyondellBasell Industries N.V. LYB Materials  Materials Large-Cap Value 3.23%
 Philip Morris International Inc. PM Consumer Staples  Consumer Staples Large-Cap Growth 3.18%
 International Business Machines Corporation IBM Information Technology  Information Technology Large-Cap Growth 3.12%
 General Mills, Inc. GIS Consumer Staples  Consumer Staples Large-Cap Value 2.78%
Total Number of Holdings:    25
Underlying Securities information represented above is as of 12/07/2018 but will vary with future fluctuations in the market.

Risk Considerations

Equity Risk. An investment in a portfolio containing common stocks is subject to certain risks, 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.

Foreign Securities Risk. An investment in securities of foreign issuers should be made with an understanding of the additional risks involved, such as currency fluctuations, political risk, withholding, the lack of adequate financial information, and exchange control restrictions impacting foreign issuers.

IRA Risk. There may be tax consequences unless units are purchased in an IRA or other qualified plan.

REITs Risk. An investment in a portfolio containing REIT securities is subject to additional risks including limited diversification. 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.

Small-Cap and Mid-Cap Risk. 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.

Volatility Risk. 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.

Operational Risk. 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.

All data used for the sector and style classification comparisons is from Bloomberg Finance L.P, which we believe to be reliable, but do not take responsibility for its accuracy.

The style and capitalization characteristics used to describe the stocks are designed to help you understand how they fit into your overall investment plan. Due to changes in the value of the stocks the characteristics may vary over time. In general, growth stocks have high relative price-to-book ratios while value stocks have low relative price-to-book ratios. In determining market capitalization characteristics, we analyze the market capitalizations of the 3,000 largest stocks in the U.S. (excluding foreign securities, ADRs, limited partnerships and regulated investment companies) on a monthly basis. Companies with market capitalizations among the largest 10% are considered Large-Cap securities, the next 20% are considered Mid-Cap securities and the remaining securities are considered Small-Cap securities.

Although the portfolio terminates in approximately one year, 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.

You should carefully consider the trust's investment objectives, risks, and charges and expenses 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 trust. Read it carefully before you invest.

This product information does not constitute an offer to sell, or a solicitation of an offer to buy securities in any state to any person to whom it is not lawful to make such an offer. Sales of any of these securities must include prospectus delivery and the services of a retail broker/dealer duly licensed in the appropriate states.

Not FDIC Insured, Not Bank Guaranteed and May Lose Value.