USRV10 Fact Sheet 7_10_17_Fact Sheet Concept 5

U.S. REVENUE PORTFOLIO
SERIES 10
Although a company may be incorporated in the U.S., it does not necessarily mean that it has high exposure to the American economy. Foreign revenue accounted for 44.35% of total S&P 500
revenue in 2015, according to S&P Dow Jones Indices LLC. Over the last decade, global growth has been a tailwind for U.S. corporate profits.
By including companies that derive over 90% of their revenue domestically, the portfolio seeks to provide exposure to the U.S. economy, while avoiding companies that could be adversely affected
by a strong dollar and slower global growth.
PORTFOLIO SELEC TION PROCESS
L ARGEST 500 LIQUID U.S. STOCKS
Start with the 500 largest U.S. incorporated companies subject to liquidity minimums.
PORTFOLIO SUMMARY
Initial Date of Deposit:
Initial Public Offering Price:
Portfolio Ending Date:
U.S. REVENUE > 90%
Select companies with greater than 90% of their revenue coming from the U.S.
F O R W A R D P R I C E T O E A R N I N G S R AT I O < 2 5 X
Screen the companies based on valuation and profitability.
RETURN ON EQUIT Y > 10%
U.S. REVENUE PORTFOLIO
7/10/2017
$10.00 per Unit
7/10/2019
CUSIPs:
30302T 629(c) 637(r)
Fee Accounts CUSIPs:
30302T 645(c) 652(r)
Ticker Symbol:
FLDEOX
PORTFOLIO OBJEC TIVE
This unit investment trust seeks above-average capital appreciation; however, there is
no assurance the objective will be met.
You should consider the portfolio’s investment objective, risks, and charges
and expenses carefully before investing. Contact your financial advisor or
call First Trust Portfolios L.P. at the number listed below to request a
prospectus, which contains this and other information about the portfolio.
Read it carefully before you invest.
Select the 30 best stocks based on growth, quality, valuation and diversification.
RISK CONSIDERATIONS
An investment in this unmanaged unit investment trust should be made with an understanding of
the risks involved with owning common stocks, 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.
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.
This UIT is a buy and hold strategy and investors should consider their ability to hold the trust
until maturity. There may be tax consequences unless units are purchased in an IRA or other
qualified plan.
First Trust Portfolios L.P. | Member SIPC | Member FINRA
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.
The information presented is not intended to constitute an investment recommendation for, or
advice to, any specific person. By providing this information, First Trust is not undertaking to give
advice in any fiduciary capacity within the meaning of ERISA and the Internal Revenue Code. First
Trust has no knowledge of and has not been provided any information regarding any investor.
Financial advisors must determine whether particular investments are appropriate for their
clients. First Trust believes the financial advisor is a fiduciary, is capable of evaluating investment
risks independently and is responsible for exercising independent judgment with respect to its
retirement plan clients.
1-800-621-1675 | www.ftportfolios.com
SERIES 10
U.S. REVENUE PORTFOLIO
SALES CHARGES (BASED ON A $10 PUBLIC OFFERING PRICE)
HOLDINGS
TICKER COMPANY NAME
CONSUMER DISCRETIONARY
BBY
Best Buy Co., Inc.
CMCSA
Comcast Corporation
DRI
Darden Restaurants, Inc.
DG
Dollar General Corporation
HD
The Home Depot, Inc.
NVR
NVR, Inc.
CONSUMER STAPLES
CVS
CVS Health Corporation
FINANCIALS
ALL
The Allstate Corporation
AFG
American Financial Group, Inc.
EWBC
East West Bancorp, Inc.
PGR
The Progressive Corporation
RJF
Raymond James Financial, Inc.
TRV
The Travelers Companies, Inc.
USB
U.S. Bancorp
HEALTH CARE
ANTM
Anthem, Inc.
CNC
Centene Corporation
ESRX
Express Scripts Holding Company
HUM
Humana Inc.
DGX
Quest Diagnostics Incorporated
UNH
UnitedHealth Group Incorporated
INDUSTRIALS
CSX
CSX Corporation
ODFL
Old Dominion Freight Line, Inc.
LUV
Southwest Airlines Co.
URI
United Rentals, Inc.
WM
Waste Management, Inc.
INFORMATION TECHNOLOGY
CDW
CDW Corporation
PAYX
Paychex, Inc.
MATERIALS
PKG
Packaging Corporation of America
TELECOMMUNICATION SERVICES
T
AT&T Inc.
UTILITIES
NEE
NextEra Energy, Inc.
PRICE*
STANDARD ACCOUNTS
Transactional Sales Charges:
$57.87
38.57
90.17
70.23
152.23
2,497.79
Creation & Development Fee:
Maximum Sales Charge:
78.64
89.19
101.56
59.38
44.99
81.39
127.17
52.46
191.61
81.26
62.50
238.23
109.73
187.96
54.85
97.84
64.24
112.55
73.99
62.36
57.42
110.92
36.98
140.48
Initial 0.00%
Deferred 2.25%
0.50%
2.75%
The deferred sales charge will be deducted in three monthly installments commencing 10/20/17.
When the public offering price is less than or equal to $10.00 per unit, there will be no initial sales charge. If
the price exceeds $10.00 per unit, you will pay an initial sales charge.
FEE/WRAP ACCOUNTS
Maximum Sales Charge:
0.50%
The maximum sales charge for investors in fee accounts consists of the creation and development fee.
Investors in fee accounts are not assessed any transactional sales charges. Standard accounts sales charges
apply to units purchased as an ineligible asset.
The creation and development fee is a charge of $.050 per unit collected at the end of the initial offering
period. If the price you pay exceeds $10 per unit, the creation and development fee will be less than 0.50%;
if the price you pay is less than $10 per unit, the creation and development fee will exceed 0.50%.
In addition to the sales charges listed, UITs are subject to annual operating expenses and organization costs.
HOLDINGS ST YLE ANALYSIS
l Large-Cap Growth
l Large-Cap Value
l Mid-Cap Growth
l Mid-Cap Value
23.33%
39.97%
23.36%
13.34%
HOLDINGS SEC TOR ANALYSIS
l Consumer Discretionary
l Consumer Staples
l Financials
l Health Care
l Industrials
l Information Technology
l Materials
l Telecommunication Services
l Utilities
19.94%
3.32%
23.38%
19.94%
16.70%
6.67%
3.37%
3.34%
3.34%
The holdings characteristics of the portfolio are determined as of the initial date of deposit and may differ
slightly from those indicated above due to the requirement that only whole shares be purchased for the
portfolio and will likely vary thereafter due to market fluctuations in the underlying securities. For a
complete description of these characteristics refer to the prospectus.
*As of the close of business on 7/7/17. Market values are for reference only and are not indicative of your
individual cost basis.
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE
USRVFS100717