WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“First Trust”), a global ETF provider and asset manager, announced today that it has cross-listed an additional UCITS ETF on the Mexican stock exchange, the Bolsa Mexicana de Valores and/or the Bolsa Institucional de Valores. As many institutional investors seek to invest within Mexico, First Trust is pleased to expand its offerings of UCITS funds. First Trust entered the Mexican market beginning in 2011. The additional listing brings the total number of Mexican listed First Trust UCITS ETFs to 11.
Newly Approved
First Trust Value Line® Dividend Index UCITS ETF (Ticker: FVD LN)
“To complement our growing lineup of UCITS available to Mexico investors, we are pleased to cross list our First Trust Value Line® Dividend Index UCITS ETF (FVD LN). This flagship U.S. equity strategy has over 17 years of history and was launched within the UCITS structure earlier this year.” said April Reppy Suydam, Head of Latin America Distribution, First Trust.
For more information about First Trust, please contact Ryan Issakainen at (630) 765-8689 or RIssakainen@FTAdvisors.com.
About First Trust
First Trust, a federally registered investment advisor, and its affiliate First Trust Portfolios L.P. (“FTP”), a FINRA registered broker-dealer, are privately held companies that provide a variety of investment services. First Trust is the investment advisor to exchange-traded funds, closed-end funds, mutual funds, separate managed accounts and provides supervisory services to FTP sponsored unit investment trusts. First Trust’s assets under management were approximately $127.524 billion as of 30 April 2020. This includes the supervisory services First Trust provides to FTP sponsored unit investment trusts, which are unmanaged. FTP is a sponsor of unit investment trusts and distributor of mutual fund shares and exchange-traded fund creation units. First Trust is based in Wheaton, Illinois. For more information, visit http://www.ftportfolios.com.
You should consider the fund’s investment objectives, risks, and charges and expenses carefully before investing. Contact First Trust Portfolios L.P. at 1-800-621-1675 to obtain a prospectus which contains this and other information about the fund. The prospectus should be read carefully before investing.
Risks
The Fund’s shares may change in value and may go down as well as up. You could lose money by investing in the fund.
The Fund is subject to Market Risk, which means that shares of the Fund may fall in value due to market fluctuations caused by factors such as economic, political, regulatory or market developments, changes in interest rates and perceived trends in securities prices.
There may be tracking difference between the Fund and the underlying index due to the impact of the annual Fund management fees. Therefore, the Fund’s returns may not match the returns of the index.
The outbreak of the respiratory disease designated as COVID‑19 in December 2019 has caused significant volatility and declines in global financial markets, which have caused losses for investors. The impact of the COVID‑19 pandemic may be short term or may last for an extended period of time, but in either case could result in an economic downturn or recession.
The Fund may invest in securities issued by companies concentrated in a particular industry or sector, or only in a specific geographical area, which involves additional risks including limited diversification.
The Fund may invest in small capitalization and mid capitalization companies. Such companies may experience greater price volatility than larger, more established companies.
This Fund’s Net Asset Value (NAV) is likely to have high volatility due to the portfolio composition and/or the index replication technique. As such, potential investors should be aware that the Fund’s shares may change in value, and may do so in a volatile fashion; potential investors could lose money by investing in the Fund.
Neither First Trust Global Portfolios Limited (“FTGP”) nor any of its affiliates, guarantees the performance or the future returns of the Fund.
For more details relating to risks of investing in the Fund, please refer to the “Risk Factors” section of the Fund’s prospectus.
Important Information
This information is not intended for distribution to, or use by, any U.S. investors and does not constitute an offer or solicitation of securities for sale in the United States. The shares of the Fund have not been registered under the U.S. Securities Act of 1933, as amended, and the Fund is not registered under the U.S. Investment Company Act of 1940, as amended.
The First Trust Value Line® Dividend Index UCITS ETF (the “Fund”) is an open-ended sub-fund of the First Trust Global Funds PLC, an umbrella UCITS fund with segregated liability between sub-funds, incorporated with limited liability as an investment company with variable capital under the laws of Ireland with UCITS registered number 514357. Shares of the Fund are offered solely to non-US persons pursuant to the terms and conditions of the Fund’s prospectus. The Fund’s prospectus contains important information about the Fund and should be read carefully before investing. Please call 1-800-621-9533 to obtain a copy of the prospectus and the Key Investor Information Document. Prospective investors should consult their financial and tax advisor before making an investment in the Fund in order to independently assess the merits of such an investment.
This document does not constitute investment advice or an offer or solicitation to sell or a solicitation of an offer to buy any shares of any investment fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. It is the responsibility of any prospective investor to inform themselves of and to observe all applicable laws and regulations of any relevant jurisdictions. Prospective investors should inform themselves as to the legal requirements and tax consequences within the countries of their citizenship, residence, domicile and place of business with respect to the acquisition, holding or disposal of shares, and any foreign exchange restrictions that may be relevant thereto.
In no event shall First Trust Advisors L.P. or any of its affiliates have any liability for direct, indirect, special, incidental, punitive or consequential (including, without limitation, lost profits) losses or any damages resulting from the use of this material.
The fund lists and principally trades its shares on the London Stock Exchange, Bolsa Mexicana de Valores and/or the Bolsa Institucional de Valores.
The fund’s return may not match the return of the Value Line® Dividend Index. Securities held by the fund 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 the 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.
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, the Internal Revenue Code or any other regulatory framework. Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their 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 fund has been cross-listed on the Bolsa Mexicana de Valores and/or the Bolsa Institucional 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.
“Value Line®” and “Value Line® Dividend Index” are trademarks or registered trademarks of Value Line, Inc. (“Value Line”) and have been licensed for use for certain purposes by First Trust Advisors L.P. This product is not sponsored, endorsed, recommended, sold or promoted by Value Line and Value Line makes no representation regarding the advisability of investing in products utilizing such strategy. First Trust Advisors L.P. is not affiliated with any Value Line company.
