ESG Impact Opportunity, 2  Ticker: FYRKPX
A unit investment trust that seeks above-average capital appreciation. The portfolio invests in environmental, social and governance (ESG) companies and selects these companies by using a comprehensive evaluation process based on Sustainalytics’ ESG metrics.
Product Code: ESGI2
Portfolio Status: Primary
Initial Offer Date: 02/15/2018
Portfolio Ending Date: 05/15/2019
Tax Structure: Regulated Investment Company
Distributions: Semi-Annual
Initial Offer Price: $10.0000
NAV(*): $9.8109
POP(*): $9.9449
Remaining Deferred Sales Charge: $0.1350
* As of Trade Date: 03/20/2018 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
Year 1 * $0.1231
Subsequent Years * $0.1226
As of 03/19/2018
* The estimated net annual distribution for subsequent years is expected to be less than the amount for the first year because a portion of the securities included in the portfolio will be sold to pay for organization costs, the deferred sales charge and the creation and development fee.  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
Consumer Discretionary  Consumer Discretionary 12.55%
Consumer Staples  Consumer Staples 6.28%
Energy  Energy 0.00%
Financials  Financials 16.53%
Health Care  Health Care 13.16%
Industrials  Industrials 16.25%
Information Technology  Information Technology 24.89%
Materials  Materials 3.51%
Real Estate  Real Estate 6.73%
Telecommunication Services  Telecommunication Services 0.00%
Utilities  Utilities 0.00%
Other  Other 0.10%
  Large Mid Small  
Growth  49.50% 13.38% 0.00%  
Value  27.06% 9.96% 0.00%  

 Style Weighting
Large-Cap Growth 49.50%
Large-Cap Value 27.06%
Mid-Cap Growth 13.38%
Mid-Cap Value 9.96%
Small-Cap Growth 0.00%
Small-Cap Value 0.00%
Undetermined 0.10%
U.S. Stocks 93.34%   Other 0.10%
Non-U.S. Stocks 6.56%      
The style and sector characteristics of the portfolio are determined as of 03/19/2018 and will likely vary thereafter due to market fluctuations in the underlying securities.  

 Key Stats
Weighted Average Market Cap $118,830.39
Weighted Average Price/Earnings 23.70
Weighted Average Price/Book 3.56
As of 3/19/2018
All market capitalization numbers are in USD$ Millions

 Holdings  Export Current Holdings | View Initial Holdings  
 Adobe Systems Incorporated ADBE Information Technology  Information Technology Large-Cap Growth 3.76%
 Intel Corporation INTC Information Technology  Information Technology Large-Cap Value 3.73%
 Analog Devices, Inc. ADI Information Technology  Information Technology Large-Cap Value 3.63%
 Jones Lang LaSalle Incorporated JLL Real Estate  Real Estate Mid-Cap Value 3.62%
 W.W. Grainger, Inc. GWW Industrials  Industrials Mid-Cap Growth 3.58%
 Edwards Lifesciences Corporation EW Health Care  Health Care Large-Cap Growth 3.58%
 Apple Inc. AAPL Information Technology  Information Technology Large-Cap Growth 3.51%
 Ball Corporation BLL Materials  Materials Mid-Cap Growth 3.51%
 Mastercard Incorporated MA Information Technology  Information Technology Large-Cap Growth 3.51%
 Starbucks Corporation SBUX Consumer Discretionary  Consumer Discretionary Large-Cap Growth 3.47%
 Alphabet Inc. (Class C) GOOG Information Technology  Information Technology Large-Cap Growth 3.42%
 State Street Corporation STT Financials  Financials Large-Cap Value 3.38%
 Bank of America Corporation BAC Financials  Financials Large-Cap Value 3.33%
 Accenture Plc ACN Information Technology  Information Technology Large-Cap Growth 3.33%
 Thermo Fisher Scientific Inc. TMO Health Care  Health Care Large-Cap Value 3.32%
 Morningstar, Inc. MORN Financials  Financials Mid-Cap Growth 3.31%
 Molson Coors Brewing Company TAP Consumer Staples  Consumer Staples Mid-Cap Value 3.29%
 American Express Company AXP Financials  Financials Large-Cap Growth 3.27%
 Prudential Financial, Inc. PRU Financials  Financials Large-Cap Value 3.24%
 Eaton Corporation Plc ETN Industrials  Industrials Large-Cap Value 3.23%
 Cummins Inc. CMI Industrials  Industrials Large-Cap Value 3.20%
 Rockwell Automation, Inc. ROK Industrials  Industrials Large-Cap Growth 3.19%
 Biogen Inc. BIIB Health Care  Health Care Large-Cap Growth 3.15%
 Best Buy Co., Inc. BBY Consumer Discretionary  Consumer Discretionary Large-Cap Growth 3.14%
 Celgene Corporation CELG Health Care  Health Care Large-Cap Growth 3.11%
 Equinix, Inc. EQIX Real Estate  Real Estate Large-Cap Growth 3.11%
 Owens Corning OC Industrials  Industrials Mid-Cap Value 3.05%
 General Mills, Inc. GIS Consumer Staples  Consumer Staples Large-Cap Growth 2.99%
 Hasbro, Inc. HAS Consumer Discretionary  Consumer Discretionary Mid-Cap Growth 2.98%
 Lowe's Companies, Inc. LOW Consumer Discretionary  Consumer Discretionary Large-Cap Growth 2.96%
Total Number of Holdings:    30
Underlying Securities information represented above is as of 03/19/2018 but will vary with future fluctuations in the market.

 Standard Account Sales Charges *
Transactional sales charges: Initial:  -0.01%
  Deferred:  1.36%
C&D Fee:    0.50%
Maximum Sales Charge:   1.85%
CUSIP Type Distribution
30307B540 Cash Semi-Annual
30307B557 Reinvest Semi-Annual
* Based on the offer price as of 03/20/2018 4:00pm ET

 Fee/Wrap Account Sales Charges *
C&D Fee:    0.51%
Maximum Sales Charge:   0.51%
CUSIP Type Distribution
30307B565 Cash-Fee Semi-Annual
30307B573 Reinvest-Fee Semi-Annual
* Based on the NAV price as of 03/20/2018 4:00pm ET
In addition to the sales charges listed, UITs are subject to annual operating expenses and organization costs.

 Deferred Sales Charge Schedule
Amount Date
$0.04500 May 18, 2018
$0.04500 June 20, 2018
$0.04500 July 20, 2018

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.

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.