FMMQSX

About FMMQSX

The First Trust SMid Energy Portfolio Fund USD Series 3 is a unit investment trust focused on delivering above-average capital appreciation by investing in a diversified portfolio of small- and mid-capitalization companies within the energy sector. This fund primarily emphasizes U.S. stocks, but it also includes a significant allocation to non-U.S. energy companies, providing broad exposure to global energy markets. Its holdings span various value and growth styles across small and mid-sized firms, making it a targeted way to access the dynamic and often innovative segment of the energy industry. The fund is structured as a regulated investment company, offering semi-annual distributions throughout its defined life—typically lasting about two years from its initial offer date to termination. By concentrating on energy sector equities, the First Trust SMid Energy Portfolio Fund USD Series 3 plays a specialized role in the market for investors seeking focused access to growth opportunities and trends within the energy space, especially among lesser-known or emerging companies.