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Portfolio Name Initial
Offer
Date
Termination
Date
Offer
Price
Net Asset
Value
Price
Date
Historical 12-Month Distribution Rate of Trust HoldingsFact
Sheet
ProspectusCUSIPS
40/60 Strategic Allocation, 1st Qtr 2025 01/14/25 04/16/26 $10.1331 $9.9963 07/18/25 3.84% ---- ---- CUSIPS
40/60 Strategic Allocation, 2nd Qtr 2025 04/11/25 07/16/26 $10.3787 $10.2386 07/18/25 3.98% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
40/60 Strategic Allocation, 3rd Qtr 2024 07/11/24 10/16/25 ------- $10.1992 07/18/25 ------- ---- ---- CUSIPS
40/60 Strategic Allocation, 4th Qtr 2024 10/11/24 01/16/26 $9.9323 $9.7982 07/18/25 3.80% ---- ---- CUSIPS
60/40 Strategic Allocation, 1st Qtr 2025 01/14/25 04/16/26 $10.1079 $9.9714 07/18/25 3.06% ---- ---- CUSIPS
60/40 Strategic Allocation, 2nd Qtr 2025 04/11/25 07/16/26 $10.4273 $10.2865 07/18/25 3.23% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
60/40 Strategic Allocation, 3rd Qtr 2024 07/11/24 10/16/25 ------- $10.3808 07/18/25 ------- ---- ---- CUSIPS
60/40 Strategic Allocation, 4th Qtr 2024 10/11/24 01/16/26 $10.0116 $9.8764 07/18/25 3.06% ---- ---- CUSIPS
75/25 Strategic Allocation, 1st Qtr 2025 01/14/25 04/16/26 $10.1605 $10.0234 07/18/25 2.48% ---- ---- CUSIPS
75/25 Strategic Allocation, 2nd Qtr 2025 04/11/25 07/16/26 $10.5362 $10.3939 07/18/25 2.68% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
75/25 Strategic Allocation, 3rd Qtr 2024 07/11/24 10/16/25 ------- $10.5207 07/18/25 ------- ---- ---- CUSIPS
75/25 Strategic Allocation, 4th Qtr 2024 10/11/24 01/16/26 $10.0661 $9.9302 07/18/25 2.50% ---- ---- CUSIPS
Balanced Income Equity and ETF, 63 08/01/23 08/01/25 ------- $11.2835 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 64 09/12/23 09/12/25 ------- $11.5456 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 65 11/14/23 11/14/25 ------- $11.5489 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 66 01/23/24 01/23/26 ------- $10.7279 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 67 03/05/24 03/05/26 ------- $10.4538 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 68 04/18/24 04/17/26 ------- $10.7168 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 69 05/29/24 05/29/26 ------- $10.2122 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Equity and ETF, 70 07/30/24 07/30/26 $10.2208 $9.9908 07/18/25 4.13% ---- ---- CUSIPS
Balanced Income Equity and ETF, 71 09/25/24 09/25/26 $9.8598 $9.6380 07/18/25 4.32% ---- ---- CUSIPS
Balanced Income Equity and ETF, 72 11/21/24 11/20/26 $9.7844 $9.5642 07/18/25 4.44% ---- ---- CUSIPS
Balanced Income Equity and ETF, 73 02/12/25 02/12/27 $10.1270 $9.8991 07/18/25 4.34% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 126 07/24/23 07/24/25 ------- $11.2311 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 127 08/16/23 08/15/25 ------- $11.3871 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 128 09/13/23 09/12/25 ------- $11.6345 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 129 10/18/23 10/17/25 ------- $12.0861 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 130 11/13/23 11/13/25 ------- $11.8348 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 131 12/13/23 12/12/25 ------- $10.7994 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 132 01/17/24 01/16/26 ------- $11.0986 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 133 02/12/24 02/12/26 ------- $10.5667 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 134 03/11/24 03/11/26 ------- $10.0910 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 135 04/02/24 04/02/26 ------- $9.8713 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 136 05/10/24 05/11/26 ------- $10.2560 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 137 06/04/24 06/04/26 ------- $10.1786 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 138 07/17/24 07/17/26 ------- $10.0522 07/18/25 ------- ---- ---- CUSIPS
Balanced Income Select, 139 08/14/24 08/14/26 $9.8942 $9.6716 07/18/25 5.81% ---- ---- CUSIPS
Balanced Income Select, 140 09/17/24 09/17/26 $9.7681 $9.5483 07/18/25 5.90% ---- ---- CUSIPS
Balanced Income Select, 141 10/15/24 10/15/26 $9.7862 $9.5661 07/18/25 5.83% ---- ---- CUSIPS
Balanced Income Select, 142 11/12/24 11/12/26 $9.9748 $9.7504 07/18/25 6.06% ---- ---- CUSIPS
Balanced Income Select, 143 12/11/24 12/11/26 $10.0353 $9.8095 07/18/25 5.94% ---- ---- CUSIPS
Balanced Income Select, 144 01/15/25 01/15/27 $10.1738 $9.9449 07/18/25 5.88% ---- ---- CUSIPS
Balanced Income Select, 145 02/07/25 02/08/27 $10.0537 $9.8275 07/18/25 6.07% ---- ---- CUSIPS
Balanced Income Select, 146 03/07/25 03/08/27 $10.1993 $9.9698 07/18/25 6.23% ---- ---- CUSIPS
Balanced Income Select, 147 04/07/25 04/07/27 $11.1460 $10.8952 07/18/25 6.31% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Balanced Income Select, 148 05/09/25 05/10/27 $10.3227 $10.0904 07/18/25 6.20% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 73 01/18/24 01/21/26 ------- $9.7620 07/18/25 ------- ---- ---- CUSIPS
Capital Strength Buy-Write, 74 03/13/24 01/21/26 ------- $9.3112 07/18/25 ------- ---- ---- CUSIPS
Capital Strength Buy-Write, 75 05/14/24 01/21/26 ------- $9.3520 07/18/25 ------- ---- ---- CUSIPS
Capital Strength Buy-Write, 76 07/16/24 01/21/26 ------- $9.4150 07/18/25 ------- ---- ---- CUSIPS
Capital Strength Buy-Write, 77 09/18/24 01/21/26 $9.8044 $9.6721 07/18/25 0.67% ---- ---- CUSIPS
Capital Strength Buy-Write, 78 11/13/24 01/21/26 $9.9549 $9.8205 07/18/25 0.59% ---- ---- CUSIPS
Capital Strength Buy-Write, 79 01/17/25 01/20/27 $9.8862 $9.6637 07/18/25 0.62% ---- ---- CUSIPS
Capital Strength Buy-Write, 80 03/11/25 01/20/27 $10.2761 $10.0449 07/18/25 0.71% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Capital Strength Buy-Write, 81 05/16/25 01/20/27 $10.4472 $10.2121 07/18/25 0.73% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Defensive Equity Buy-Write, 10 05/16/24 01/21/26 ------- $8.6391 07/18/25 ------- ---- ---- CUSIPS
Defensive Equity Buy-Write, 11 07/18/24 01/21/26 ------- $8.8054 07/18/25 ------- ---- ---- CUSIPS
Defensive Equity Buy-Write, 12 09/20/24 01/21/26 $8.6008 $8.4847 07/18/25 1.89% ---- ---- CUSIPS
Defensive Equity Buy-Write, 13 11/15/24 01/21/26 $9.7594 $9.6277 07/18/25 1.76% ---- ---- CUSIPS
Defensive Equity Buy-Write, 14 01/22/25 01/20/27 $9.7446 $9.5254 07/18/25 1.62% ---- ---- CUSIPS
Defensive Equity Buy-Write, 15 03/13/25 01/20/27 $9.8368 $9.6154 07/18/25 1.98% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Defensive Equity Buy-Write, 16 05/20/25 01/20/27 $10.0914 $9.8644 07/18/25 2.14% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Defensive Equity Buy-Write, 8 01/22/24 01/21/26 ------- $9.2850 07/18/25 ------- ---- ---- CUSIPS
Defensive Equity Buy-Write, 9 03/15/24 01/21/26 ------- $8.9988 07/18/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 36 08/15/23 08/15/25 ------- $10.4601 07/18/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 37 11/07/23 11/07/25 ------- $10.8014 07/18/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 38 01/23/24 01/23/26 ------- $9.9763 07/18/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 39 03/19/24 03/19/26 ------- $9.7417 07/18/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 40 05/08/24 05/08/26 ------- $9.7127 07/18/25 ------- ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 41 08/06/24 08/06/26 $9.8095 $9.5888 07/18/25 2.87% ---- ---- CUSIPS
Dividend Growers and Tax-Advantaged Income, 42 10/23/24 10/23/26 $9.5089 $9.2950 07/18/25 2.94% ---- ---- CUSIPS
Dow 30 Buy-Write, 10 07/16/24 01/21/26 ------- $9.7139 07/18/25 ------- ---- ---- CUSIPS
Dow 30 Buy-Write, 11 09/18/24 01/21/26 $10.0471 $9.9115 07/18/25 1.65% ---- ---- CUSIPS
Dow 30 Buy-Write, 12 11/13/24 01/21/26 $10.0702 $9.9342 07/18/25 1.58% ---- ---- CUSIPS
Dow 30 Buy-Write, 13 01/17/25 01/20/27 $10.0441 $9.8181 07/18/25 1.54% ---- ---- CUSIPS
Dow 30 Buy-Write, 14 03/11/25 01/20/27 $10.1531 $9.9247 07/18/25 1.47% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow 30 Buy-Write, 15 05/16/25 01/20/27 $10.1867 $9.9575 07/18/25 1.62% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Dow 30 Buy-Write, 7 01/18/24 01/21/26 ------- $9.5646 07/18/25 ------- ---- ---- CUSIPS
Dow 30 Buy-Write, 8 03/13/24 01/21/26 ------- $9.6491 07/18/25 ------- ---- ---- CUSIPS
Dow 30 Buy-Write, 9 05/14/24 01/21/26 ------- $9.7803 07/18/25 ------- ---- ---- CUSIPS
Energy Buy-Write, 1 03/21/24 01/21/26 ------- $8.5165 07/18/25 ------- ---- ---- CUSIPS
Energy Buy-Write, 2 05/16/24 01/21/26 ------- $8.5278 07/18/25 ------- ---- ---- CUSIPS
Energy Buy-Write, 3 07/18/24 01/21/26 ------- $8.4591 07/18/25 ------- ---- ---- CUSIPS
Energy Buy-Write, 4 09/20/24 01/21/26 $9.2744 $9.1492 07/18/25 3.16% ---- ---- CUSIPS
Energy Buy-Write, 5 11/15/24 01/21/26 $9.2719 $9.1468 07/18/25 2.92% ---- ---- CUSIPS
Energy Buy-Write, 6 01/22/25 01/20/27 $9.4662 $9.2532 07/18/25 2.71% ---- ---- CUSIPS
Energy Buy-Write, 7 03/13/25 01/20/27 $10.0604 $9.8340 07/18/25 2.87% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Energy Buy-Write, 8 05/20/25 01/20/27 $10.3477 $10.1149 07/18/25 3.27% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, December 2024 12/12/24 03/12/26 $10.0661 $9.9302 07/18/25 1.68% ---- ---- CUSIPS
ETF Growth and Income, July 2024 07/02/24 10/02/25 ------- $10.5223 07/18/25 ------- ---- ---- CUSIPS
ETF Growth and Income, March 2025 03/06/25 06/08/26 $10.5820 $10.4391 07/18/25 1.70% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
ETF Growth and Income, September 2024 09/25/24 12/26/25 $10.1621 $10.0249 07/18/25 1.69% ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 11 01/22/24 01/21/26 ------- $9.3428 07/18/25 ------- ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 12 03/15/24 01/21/26 ------- $8.7604 07/18/25 ------- ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 13 05/16/24 01/21/26 ------- $8.6163 07/18/25 ------- ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 14 07/18/24 01/21/26 ------- $9.2834 07/18/25 ------- ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 15 09/20/24 01/21/26 $9.4472 $9.3196 07/18/25 2.72% ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 16 11/15/24 01/21/26 $9.8377 $9.7049 07/18/25 2.89% ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 17 01/22/25 01/20/27 $9.7494 $9.5300 07/18/25 2.60% ---- ---- CUSIPS
Global Commodities Companies Buy-Write, 18 03/13/25 01/20/27 $10.2620 $10.0311 07/18/25 2.64% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Global Commodities Companies Buy-Write, 19 05/20/25 01/20/27 $10.3435 $10.1107 07/18/25 2.39% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Inflation Hedge, 54 08/08/23 08/08/25 ------- $10.2602 07/18/25 ------- ---- ---- CUSIPS
Inflation Hedge, 55 11/02/23 11/03/25 ------- $10.7103 07/18/25 ------- ---- ---- CUSIPS
Inflation Hedge, 56 01/31/24 01/30/26 ------- $10.8208 07/18/25 ------- ---- ---- CUSIPS
Inflation Hedge, 57 04/30/24 04/30/26 ------- $10.1745 07/18/25 ------- ---- ---- CUSIPS
Inflation Hedge, 58 07/30/24 07/30/26 $10.5321 $10.2952 07/18/25 2.70% ---- ---- CUSIPS
Inflation Hedge, 59 10/23/24 10/23/26 $10.2189 $9.9890 07/18/25 2.73% ---- ---- CUSIPS
Inflation Hedge, 60 01/16/25 01/15/27 $10.5513 $10.3139 07/18/25 2.57% ---- ---- CUSIPS
Inflation Hedge, 61 04/15/25 04/15/27 $10.8886 $10.6436 07/18/25 2.72% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Interest Rate Hedge, 150 08/30/23 08/29/25 ------- $10.5658 07/18/25 ------- ---- ---- CUSIPS
Interest Rate Hedge, 151 11/28/23 12/01/25 ------- $11.1787 07/18/25 ------- ---- ---- CUSIPS
Interest Rate Hedge, 152 02/22/24 02/23/26 ------- $10.5484 07/18/25 ------- ---- ---- CUSIPS
Interest Rate Hedge, 153 04/18/24 04/17/26 ------- $10.2192 07/18/25 ------- ---- ---- CUSIPS
Interest Rate Hedge, 154 07/15/24 07/15/26 ------- $9.7365 07/18/25 ------- ---- ---- CUSIPS
Interest Rate Hedge, 155 09/05/24 09/04/26 $10.0171 $9.7918 07/18/25 3.49% ---- ---- CUSIPS
Interest Rate Hedge, 156 11/14/24 11/13/26 $9.7952 $9.5748 07/18/25 3.46% ---- ---- CUSIPS
Interest Rate Hedge, 157 02/12/25 02/12/27 $9.7967 $9.5763 07/18/25 3.40% ---- ---- CUSIPS
Interest Rate Hedge, 158 04/03/25 04/02/27 $10.1396 $9.9115 07/18/25 3.50% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Buy-Write, 33 01/18/24 01/21/26 ------- $10.2985 07/18/25 ------- ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 34 03/13/24 01/21/26 ------- $9.7494 07/18/25 ------- ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 35 05/14/24 01/21/26 ------- $9.8183 07/18/25 ------- ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 36 07/16/24 01/21/26 ------- $9.9726 07/18/25 ------- ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 37 09/18/24 01/21/26 $9.5726 $9.4434 07/18/25 2.02% ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 38 11/13/24 01/21/26 $9.6862 $9.5555 07/18/25 2.02% ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 39 01/17/25 01/20/27 $9.8929 $9.6703 07/18/25 2.15% ---- ---- CUSIPS
S&P Dividend Aristocrats Buy-Write, 40 03/11/25 01/20/27 $10.0367 $9.8109 07/18/25 2.14% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
S&P Dividend Aristocrats Buy-Write, 41 05/16/25 01/20/27 $10.1861 $9.9569 07/18/25 2.15% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Tactical Income, 77 08/30/23 08/29/25 ------- $9.9701 07/18/25 ------- ---- ---- CUSIPS
Tactical Income, 78 11/28/23 12/01/25 ------- $10.2067 07/18/25 ------- ---- ---- CUSIPS
Tactical Income, 79 02/23/24 02/23/26 ------- $9.6889 07/18/25 ------- ---- ---- CUSIPS
Tactical Income, 80 04/16/24 04/16/26 ------- $9.8079 07/18/25 ------- ---- ---- CUSIPS
Tactical Income, 81 06/13/24 06/12/26 ------- $9.8059 07/18/25 ------- ---- ---- CUSIPS
Tactical Income, 82 09/19/24 09/18/26 $9.3944 $9.1831 07/18/25 5.73% ---- ---- CUSIPS
Tactical Income, 83 12/03/24 12/03/26 $9.4270 $9.2149 07/18/25 6.18% ---- ---- CUSIPS
Tactical Income, 84 03/03/25 03/03/27 $9.8230 $9.6020 07/18/25 6.37% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Technology Dividend Buy-Write, 19 01/18/24 01/21/26 ------- $10.3345 07/18/25 ------- ---- ---- CUSIPS
Technology Dividend Buy-Write, 20 03/13/24 01/21/26 ------- $9.9389 07/18/25 ------- ---- ---- CUSIPS
Technology Dividend Buy-Write, 21 05/14/24 01/21/26 ------- $9.9147 07/18/25 ------- ---- ---- CUSIPS
Technology Dividend Buy-Write, 22 07/16/24 01/21/26 ------- $9.3120 07/18/25 ------- ---- ---- CUSIPS
Technology Dividend Buy-Write, 23 09/18/24 01/21/26 $10.5087 $10.3668 07/18/25 1.51% ---- ---- CUSIPS
Technology Dividend Buy-Write, 24 11/13/24 01/21/26 $10.4892 $10.3476 07/18/25 1.43% ---- ---- CUSIPS
Technology Dividend Buy-Write, 25 01/17/25 01/20/27 $10.1071 $9.8797 07/18/25 1.48% ---- ---- CUSIPS
Technology Dividend Buy-Write, 26 03/11/25 01/20/27 $11.0181 $10.7702 07/18/25 1.57% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS
Technology Dividend Buy-Write, 27 05/16/25 01/20/27 $10.6549 $10.4152 07/18/25 1.48% Click here to download a Fact Sheet Click here to download a prospectus CUSIPS

There is no guarantee the issuers of the securities included in the trust will declare dividends or distributions in the future. The historical 12-month distribution per unit and historical 12-month distribution rate of the securities included in the trust are for illustrative purposes only and are not indicative of the trust's distribution or distribution rate. The historical 12-month distribution per unit is based on the weighted average of the trailing twelve month distributions paid by the securities included in the portfolio. The historical 12-month distribution rate is calculated by dividing the historical 12-month distributions by the trust's offering price. The historical 12-month distribution and rate are reduced to account for the effects of fees and expenses, which will be incurred when investing in a trust. Certain of the issuers may have reduced their dividends or distributions over the prior twelve months. The distribution per unit and rate paid by the trust may be higher or lower than the amount shown above due to certain factors that may include, but are not limited to, a change in the dividends or distributions paid by issuers, actual expenses incurred, or the sale of securities in the portfolio. For trusts that include funds, distributions may include realized short term capital gains, realized long-term capital gains and/or return of capital. PLEASE NOTE: For trusts that hold preferred securities, the historical distribution rate is calculated using only the holdings that have 12 months of distribution history. Any holdings without a 12 month history of dividends were excluded from the calculation.

As a result of several factors which may include changing interest rates, refundings, and sales or defaults on the underlying securities, there is no guarantee that distributions will either remain at current levels or increase over time. Estimated current return is determined by dividing a Trusts estimated net annual interest income per unit by the public offering price per unit. Estimated long-term return is a measure of the estimated return over the estimated life of a Trust. Unlike estimated current return, estimated long-term return reflects maturities, estimated principal prepayments, Trust charges and expenses, and discounts and premiums of securities in a Trust. Returns and prices will fluctuate. Consult a prospectus for a more complete description of the estimated net income, estimated current return and estimated long-term return calculations.

This product information does not constitute an offer to sell, or a solicitation of an offer to buy securities in any state to any person to whom it is not lawful to make such an offer. Sales of any of these securities must include prospectus delivery and the services of a retail broker/dealer duly licensed in the appropriate states.

 
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 professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
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