First Trust Dividend Strength Focus Series 63 is a unit investment trust designed to provide investors with an above-average total return, combining both capital appreciation and dividend income. The trust assembles a portfolio of companies recognized for their robust financial health and consistent history of dividend payments, emphasizing their capacity for ongoing dividend growth. It allocates investments primarily to U.S. equities, with roughly 90% domestic exposure and a smaller allocation to non-U.S. stocks. The portfolio spans key economic sectors, including industrials, energy, information technology, healthcare, and financials, with a notable overweight to industrials and a balanced mix of growth and value stocks, mainly within large-cap and mid-cap categories. Distributions are made monthly, aligning with its income-focused strategy. Operating as a regulated investment company, this trust aims to appeal to investors seeking reliable income and potential long-term capital gains from well-established dividend-paying firms. The portfolio’s sector allocation and style weights are periodically adjusted to reflect market dynamics, while its defined termination date provides clarity on investment horizons and potential risk exposure.
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