FONIDX FT Income Portfolio

Objective

The Trust seeks monthly income and capital appreciation by investing in a diversified portfolio of First Trust® ETFs. There can be no guarantee that the objective of the Trust will be achieved.

Strategy Description

Finding the right mix of investments is a key factor to successful investing. Because different investments often react differently to economic and market changes, the FT Income Portfolio has been developed to capture both equity and fixed income market dynamics. The Trust is a unit investment trust which consists of ETFs advised by First Trust Advisors L.P., an affiliate of the Trust’s Sponsor. The portfolio is diversified across both stocks and bonds through First Trust® ETFs that employ varying investment strategies. By not solely focusing on equities and incorporating a fixed income component, the portfolio seeks to maximize income while providing capital appreciation potential.

Summary Data

Label Value
Symbol FONIDX
Status
Sponsor
Series Series 6
Asset Class
Investment Strategy/Goal
Investment Type/Style