First Trust Advisors L.P. (“First Trust”) a global
exchange-traded fund (ETF) provider and asset manager, announced
that the Mexican pension funds investment regulator, La Comisión
Nacional del Sistema de Ahorro para el Retiro (CONSAR), has
approved four additional First Trust ETFs for sale to Mexican
funded pensions, known as AFORES. In accordance with Mexico’s
pension plan investment guidelines, CONSAR must approve an ETF
before it can be purchased in a pension fund. They previously
approved seven First Trust ETFs, which are listed below along with
the four newly approved ETFs.
Newly ApprovedFirst Trust Health Care AlphaDEX® Fund
(Ticker: FXH)First Trust NYSE Arca Biotechnology Index Fund
(Ticker: FBT)First Trust US Equity Opportunities ETF (Ticker:
FPX)First Trust Rising Dividend Achievers ETF (Ticker: RDVY)
Previously ApprovedFirst Trust STOXX® European Select
Dividend Index Fund (Ticker: FDD)First Trust Dow Jones Internet
Index Fund (Ticker: FDN)First Trust Financials AlphaDEX® Fund
(Ticker: FXO)First Trust Morningstar Dividend Leaders Index Fund
(Ticker: FDL)First Trust Chindia ETF (Ticker: FNI)First Trust Large
Cap Value AlphaDEX® Fund (Ticker: FTA)First Trust Large Cap Core
AlphaDEX® Fund (Ticker: FEX)
As many institutional investors seek to invest in pensions
within Mexico, First Trust is pleased to expand its offerings of
ETFs available for use. The ETFs provide additional choices for
local pension managers as well as a means to diversify risk.
“The evolution of the Mexico pension system has been remarkable
to watch: it seems not so long ago when the AFORES first started to
incorporate ETFs to diversify their stock positions,” said Codie
Sanchez, Head of First Trust Latin America Investment Distribution.
“We are excited to add four additional ETFs approved for use by the
Mexican AFORES due to client demand. As always, we’re incredibly
thankful to our clients in Mexico, the CONSAR and the AMAFORE who
continue to allow us to grow right alongside them. As we say in
Spanish, Adelante! Or, forward together.”
For more information about First Trust, please contact Ryan
Issakainen of First Trust at (630) 765-8689 or
RIssakainen@FTAdvisors.com.
About First Trust
First Trust Advisors L.P., along with its affiliate First Trust
Portfolios L.P., are privately held companies which provide a
variety of investment services, including asset management and
financial advisory services, with collective assets under
management or supervision of approximately $111 billion as of
September 29, 2017 through unit investment trusts, exchange-traded
funds, closed-end funds, mutual funds and separate managed
accounts. First Trust is based in Wheaton, Illinois. For more
information, visit http://www.ftportfolios.com.
You should consider a fund’s investment objectives, risks,
and charges and expenses carefully before investing. Contact First
Trust Portfolios L.P. at 1-800-621-1675 or visit
www.ftportfolios.com to obtain a prospectus or summary
prospectus which contains this and other information about a fund.
The prospectus or summary prospectus should be read carefully
before investing.
ETF Characteristics
A fund’s return may not match the return of its underlying
index. Securities held by the funds will generally not be bought or
sold in response to market fluctuations.
Investors buying or selling fund shares on the secondary market
may incur customary brokerage commissions. Market prices may differ
to some degree from the net asset value of the shares. Investors
who sell fund shares may receive less than the share’s net asset
value. Shares may be sold throughout the day on the exchange
through any brokerage account. However, unlike mutual funds, shares
may only be redeemed directly from the fund by authorized
participants, in very large creation/redemption units. If a fund's
authorized participants are unable to proceed with
creation/redemption orders and no other authorized participant is
able to step forward to create or redeem, fund shares may trade at
a discount to the fund's net asset value and possibly face
delisting.
Risks
A fund’s shares will change in value, and you could lose money
by investing in a fund. One of the principal risks of investing in
a fund is market risk. Market risk is the risk that a particular
security owned by a fund, fund shares or securities in general may
fall in value. There can be no assurance that a fund’s investment
objective will be achieved.
A fund may invest in securities issued by companies concentrated
in a particular industry, sector or country. A fund may invest in
small capitalization and mid-capitalization companies. Such
companies may experience greater price volatility than larger, more
established companies.
An investment in a fund containing securities of non-U.S.
issuers is subject to additional risks, including currency
fluctuations, political risks, withholding, the lack of adequate
financial information, and exchange control restrictions impacting
non-U.S. issuers. These risks may be heightened for securities of
companies located in, or with significant operations in, emerging
market countries. A fund may invest in depositary receipts which
may be less liquid than the underlying shares in their primary
trading market.
The funds are classified as “non-diversified” and may invest a
relatively high percentage of their assets in a limited number of
issuers. As a result, the funds may be more susceptible to a single
adverse economic or regulatory occurrence affecting one or more of
these issuers, experience increased volatility and be highly
concentrated in certain issuers.
First Trust Advisors L.P. is the adviser to the funds. First
Trust Advisors L.P. is an affiliate of First Trust Portfolios L.P.,
the funds’ distributor.
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.
The views and opinions expressed are for informational
purposes only. This material is not intended to be relied upon as
investment advice or recommendations, does not constitute a
solicitation to buy or sell securities (in any jurisdiction to any
person to whom it is not lawful to make such an offer) and should
not be considered specific legal, investment or tax advice.
For Investors in Mexico
The funds have been cross-listed on the Bolsa Mexicana de
Valores.
Investors should review all relevant offering materials,
including all applicable risk factors, and should consult with
financial and tax advisors relating to tax and other consequences
of investing in a particular security prior to making an
investment. None of the securities herein have been registered with
the National Securities Registry (Registro Nacional de Valores)
maintained by the Mexican National Banking and Securities
Commission (Comisión Nacional Bancaria y de Valores). Securities
not cross-listed on the Bolsa Mexicana de Valores nor registered
with the National Securities Registry (Registro Nacional de
Valores) may not be offered or sold publicly or otherwise be the
subject of brokerage activities in Mexico, except pursuant to the
private placement exemption set forth in article 8 of the
Securities Market Law (Ley del Mercado de Valores), to
institutional and qualified investors, as defined under Mexican law
and rules thereunder.
The cross listing of the securities identified herein does not
constitute or imply a certification as to the investment quality of
such securities or the accuracy or completeness of the information
included in all offering materials. The offering materials are
solely First Trust’s responsibility and have not been reviewed or
authorized by the CNBV or the BMV and may not be publicly offered
or distributed in Mexico. In making an investment decision, all
investors, including any Mexican investor, must rely on their own
examination of the relevant securities and the marketing
materials.
The STOXX Europe Select Dividend 30 Index and the trademarks
used in the index name are the intellectual property of STOXX
Limited, Zurich, Switzerland and/or its licensors. The index is
used under license from STOXX. The ETF based on the index is in no
way sponsored, endorsed, sold or promoted by STOXX and/or its
licensors and neither STOXX nor its licensors shall have any
liability with respect thereto.
The Dow Jones Internet Composite IndexSM is a product of S&P
Dow Jones Indices LLC ("SPDJI"), and has been licensed for use by
First Trust. Dow Jones® and Dow Jones Internet Composite IndexSM
are trademarks of Dow Jones Trademark Holdings LLC ("Dow Jones")
and have been licensed to SPDJI and have been sublicensed for use
for certain purposes by First Trust on behalf of the Fund. The
First Trust Dow Jones Internet Index Fund is not sponsored,
endorsed, sold or promoted by SPDJI, Dow Jones or their respective
affiliates and none of them makes any representation regarding the
advisability of investing in such product.
Morningstar is a registered trademark of Morningstar, Inc. and
has been licensed for use by First Trust Advisors L.P. The First
Trust Morningstar Dividend Leaders Index Fund is not sponsored,
endorsed, issued, sold or promoted by Morningstar, Inc., nor does
this company make any representation regarding the advisability of
investing in the fund.
The First Trust Chindia ETF is not sponsored, endorsed, sold or
promoted by the International Securities Exchange (ISE). ISE makes
no representation or warranty, express or implied, to the owners of
the fund or any member of the public regarding the advisability of
trading in the fund. ISE's only relationship to First Trust is the
licensing of certain trademarks and trade names of ISE and of the
ISE Chindia IndexTM which is determined, composed and calculated by
ISE without regard to First Trust or the fund.
"AlphaDEX®" is a registered trademark of First Trust Portfolios
L.P. First Trust Portfolios L.P. has obtained a patent for the
AlphaDEX® stock selection methodology from the United States Patent
and Trademark Office.
The NYSE Arca Biotechnology IndexSM is a trademark of the NYSE
Group, Inc. or its affiliates ("NYSE") and is licensed for use by
First Trust. The fund is not sponsored or endorsed by NYSE. NYSE
makes no representation or warranty, express or implied, to the
owners of the fund or any member of the public regarding the
advisability of investing in the fund or the ability of the fund to
track the performance of the various sectors represented in the
stock market. NYSE has no obligation to take the needs of the
owners of the fund into consideration in determining, composing or
calculating the index. NYSE is not responsible for and has not
participated in any determination or calculation made with respect
to issuance or redemption of the fund.
A patent with respect to the IPOX® index methodology has been
issued (U.S. Pat. No. 7,698,197). IPOX® is a registered
international trademark of IPOX® Schuster LLC
(www.ipoxschuster.com).
Nasdaq® and NASDAQ US Rising Dividend Achievers IndexSM are
registered trademarks and service marks of Nasdaq, Inc. (which with
its affiliates is referred to as the "Corporations") and are
licensed for use by First Trust Advisors L.P. The fund has not been
passed on by the Corporations as to its legality or suitability.
The fund is not issued, endorsed, sold, or promoted by the
Corporations. THE CORPORATIONS MAKE NO WARRANTIES AND BEAR NO
LIABILITY WITH RESPECT TO THE FUND.
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version on businesswire.com: http://www.businesswire.com/news/home/20171011006296/en/
First TrustRyan Issakainen(630) 765-8689RIssakainen@FTAdvisors.com
First Trust Large Cap Co... (NASDAQ:FEX)
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