S&P International Dividend Aristocrats, 1st Qtr 2018  Ticker: FURESX
 
Description
This unit investment trust seeks to provide total return through a combination of dividend income and capital appreciation; however, there is no assurance the objective will be met. The stocks in the portfolio are selected by applying a disciplined investment strategy which adheres to pre-determined screens and factors.
 
Summary
Product Code: IA1Q18
Portfolio Status: Secondary
Initial Offer Date: 01/24/2018
Secondary Date: 04/23/2018
Portfolio Ending Date: 04/24/2019
Tax Structure: Regulated Investment Company
Distributions: Monthly
 
Historical 12-Month Distribution Rate of Trust Holdings:^ 3.54%
Initial Offer Price: $10.0000
NAV(*): $8.1917
POP(*): $8.3038
Remaining Deferred Sales Charge: $0.0000
* As of Trade Date: 12/18/2018 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.
^There is no guarantee the issuers of the securities included in the trust will declare dividends or distributions in the future. The historical distribution rate of the securities included in the trust is for illustrative purposes only and is not indicative of the trust's distribution rate. The historical distribution rate is the weighted average of the trailing twelve month distributions paid by the securities included in the portfolio and is reduced to account for the effects of fees and expenses which will be incurred when investing in a trust. The distribution rate paid by the trust may be higher or lower than the amount shown above due to certain factors that may include, but are not limited to, a change in the dividends or distributions paid by issuers, actual expenses incurred, or the sale of securities in the portfolio.

 Holdings Analysis Click here to Perform a Benchmark Comparison  
 Sector Weighting
Communication Services  Communication Services 10.36%
Consumer Discretionary  Consumer Discretionary 7.85%
Consumer Staples  Consumer Staples 4.22%
Energy  Energy 8.94%
Financials  Financials 6.47%
Health Care  Health Care 4.70%
Industrials  Industrials 6.41%
Information Technology  Information Technology 3.26%
Materials  Materials 0.00%
Real Estate  Real Estate 28.79%
Utilities  Utilities 18.76%
Other  Other 0.24%
 
  Large Mid Small  
Growth  8.42% 0.00% 11.95%  
Value  37.63% 34.09% 7.67%  

 Style Weighting
Large-Cap Growth 8.42%
Large-Cap Value 37.63%
Mid-Cap Growth 0.00%
Mid-Cap Value 34.09%
Small-Cap Growth 11.95%
Small-Cap Value 7.67%
Undetermined 0.24%
 Composition
U.S. Stocks 0.00%   Other 0.24%
Non-U.S. Stocks 99.76%      
The style and sector characteristics of the portfolio are determined as of 12/17/2018 and will likely vary thereafter due to market fluctuations in the underlying securities.  

 Key Stats
Weighted Average Market Cap $29,525.27
Weighted Average Price/Earnings 11.54
Weighted Average Price/Book 1.35
As of 12/17/2018
All market capitalization numbers are in USD$ Millions

 Holdings  Export Current Holdings | View Initial Holdings  
NameSymbolSectorStyleWeighting
 CLP Holdings Limited 2.HK Utilities  Utilities Large-Cap Value 5.31%
 The Link Real Estate Investment Trust 823.HK Real Estate  Real Estate Large-Cap Value 5.10%
 Castellum AB CAST.SS Real Estate  Real Estate Mid-Cap Value 4.89%
 Fortum Oyj FORTUM.FH Utilities  Utilities Large-Cap Value 4.79%
 Roche Holding AG ROG.SW Health Care  Health Care Large-Cap Growth 4.70%
 Enagas S.A. ENG.SM Energy  Energy Mid-Cap Value 4.55%
 EDP - Energias de Portugal, S.A. EDP.PL Utilities  Utilities Mid-Cap Value 4.49%
 Sino Land Company Limited 83.HK Real Estate  Real Estate Mid-Cap Value 4.39%
 Total S.A. FP.FP Energy  Energy Large-Cap Value 4.39%
 Tate & Lyle Plc TATE.LN Consumer Staples  Consumer Staples Mid-Cap Value 4.22%
 CK Infrastructure Holdings Limited 1038.HK Utilities  Utilities Large-Cap Value 4.17%
 Greene King Plc GNK.LN Consumer Discretionary  Consumer Discretionary Small-Cap Value 4.13%
 First Capital Realty Inc. FCR.CN Real Estate  Real Estate Mid-Cap Value 4.03%
 Shaw Communications, Inc. (Class B) SJR/B.CN Communication Services  Communication Services Mid-Cap Value 3.92%
 Sun Hung Kai Properties Limited 16.HK Real Estate  Real Estate Large-Cap Value 3.90%
 Singapore Telecommunications Limited ST.SP Communication Services  Communication Services Large-Cap Value 3.77%
 H & M Hennes & Mauritz AB HMB.SS Consumer Discretionary  Consumer Discretionary Large-Cap Growth 3.72%
 Skanska AB (Class B) SKAB.SS Industrials  Industrials Mid-Cap Value 3.60%
 Ashmore Group Plc ASHM.LN Financials  Financials Small-Cap Growth 3.58%
 Deutsche Euroshop AG DEQ.GY Real Estate  Real Estate Small-Cap Value 3.54%
 Canon Inc. 7751.JP Information Technology  Information Technology Large-Cap Value 3.26%
 Unibail-Rodamco SE & WFD Unibail-Rodamco NV (Stapled) URW.NA Real Estate  Real Estate Large-Cap Value 2.94%
 IG Group Holdings Plc IGG.LN Financials  Financials Small-Cap Growth 2.89%
 IMI Plc IMI.LN Industrials  Industrials Small-Cap Growth 2.81%
 StarHub Limited STH.SP Communication Services  Communication Services Small-Cap Growth 2.67%
 
Total Number of Holdings:    25
Underlying Securities information represented above is as of 12/17/2018 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.

"Standard & Poor's", "S&P", "S&P 500" and "S&P Global Dividend Aristocrats" are trademarks of Standard & Poor's Financial Services LLC ("S&P") and the trademarks have been licensed for use by S&P Dow Jones Indices LLC ("SPDJI") and sublicensed for certain purposes by First Trust Portfolios L.P. The S&P International Dividend Aristocrats Portfolio is not sponsored, endorsed, sold or promoted by SPDJI, S&P, and their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such products.