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There can be no assurance that a strategy will achieve its investment objectives. For additional information, please refer to First Trust Advisor L.P.’s Form ADV Part 2A.

The information presented is not intended to be tax or legal advice. The information cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. The information is being used to support the promotion or marketing of the transactions herein. The taxpayer should consult an independent tax advisor. Investors and Financial professionals should consult with a tax professional regarding the potential application of loss deferral regimes, such as wash sales and straddles, to these securities and potential transactions along with other securities and transactions in the broader portfolio.

Certain strategies were previously managed by First Trust Direct Indexing (“FTDI”) or First Trust Investment Solutions (“FTIS”). Effective October 31, 2024, FTDI and FTIS merged into First Trust Advisors L.P. (“FTA”). All business activities, including portfolio management and business records are now performed under FTA.

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