75/25 Strategic Allocation, 4th Qtr 2025

The 75/25 Strategic Allocation, 4th Qtr 2025 is a unit investment trust designed to pursue above-average total return through a balanced portfolio. It allocates approximately 75% of its assets to a diversified selection of common stocks chosen via a disciplined investment strategy, emphasizing sectors such as technology, energy, healthcare, industrials, consumer staples, and financials. The remaining 25% invests in exchange-traded funds focused on fixed-income securities, including investment-grade corporate bonds, high-yield bonds, mortgage-backed securities, senior loans, and floating-rate notes from providers like iShares, Vanguard, and SPDR. Holdings feature prominent companies like Alphabet Inc., Caterpillar Inc., Johnson & Johnson, Exxon Mobil Corporation, and Walmart Inc., alongside bond ETFs such as LQD, JNK, and VCLT. This structure offers exposure to equity growth potential while incorporating fixed-income for income generation and risk mitigation. As a regulated investment company with monthly distributions, it serves investors seeking a strategic blend of stocks and bonds in a predefined, non-discretionary portfolio, reflecting First Trust's approach to tactical asset allocation.