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Sabrient Forward Looking Value Series
Sponsored by First Trust Portfolios, L.P.
|Portfolio Name||Ticker||Initial Offer Date||Fact Sheet||Prospectus||Termination Date|
|Forward Looking Value, 4 (Primary)||FBKSNX||06/23/16||09/28/17|
|Forward Looking Value, 1||FSBCLX||06/18/13||Terminated September 18, 2014 1|
|Forward Looking Value, 2||FBDUKX||06/19/14||Terminated September 22, 2015 2|
|Forward Looking Value, 3||FRVISX||06/22/15||Terminated September 26, 2016 3|
1 Initial Offer Price: $10.00. Termination Price: $14.2143.
2 Initial Offer Price: $10.00. Termination Price: $9.4963.
3 Initial Offer Price: $10.00. Termination Price: $7.7416.
For more information: Click the UIT name which will take you to the First Trust website or enter the symbol at the First Trust website.
DESCRIPTION: The Sabrient Forward Looking Value UIT Series seeks above-average capital appreciation with companies that Sabrient believes are positioned to perform well in the near future by “looking forward” at anticipated earnings over the next few years.
The 25 stocks in these portfolios have been selected as top performers within their sector or industry in both price performance and value. The selection strategy incorporates the Sabrient/Gradient Earnings Quality Rank (EQR Rank), a proprietary forensic accounting factor, to eliminate companies with aggressive accounting, due to the risk that they may have to restate earnings.