FAFVVX

About FAFVVX

First Trust Defensive Equity Portfolio, Series 68 is a unit investment trust designed to pursue above-average capital appreciation by investing in a diversified portfolio of common stocks from sectors considered less sensitive to economic cycles. The portfolio predominantly features U.S. equities, with a significant allocation to healthcare and utility companies, which together represent more than 70% of its holdings as of mid-2025. This suggests an emphasis on stability and defensive characteristics, making it relevant for market environments where investors may seek reduced volatility. The trust favors large-cap stocks, with nearly half of its assets in large-cap growth and over a third in large-cap value companies, complemented by select mid-cap positions. The regulated investment company structure provides semi-annual distributions to unit holders. First Trust Defensive Equity Portfolio, Series 68 maintains a defined life cycle, with a scheduled maturity date in early 2026, and aims to offer broad exposure to defensive market sectors while managing risk through diversification. Its performance and sector weighting are regularly reviewed to adapt to market conditions, and there is no guarantee that its investment objective will be achieved.