FSBAZX

About FSBAZX

First Trust All Idea Portfolio Series 39 is a unit investment trust designed to achieve an above-average total return through a blend of capital appreciation and dividend income. Managed through a comprehensive selection process by Confluence Investment Management LLC, the portfolio invests primarily in equity securities across a diverse array of sectors. As of April 2025, its holdings are heavily weighted toward large-cap growth and value stocks, with significant allocations in industrials, financials, information technology, health care, materials, and utilities. The portfolio allocates approximately 91% to U.S. stocks, with a modest exposure to international equities. Investors receive monthly distributions, reflecting the trust’s emphasis on both income and growth. Its structure as a regulated investment company also provides specific tax advantages. The series operates with a defined lifespan, commencing in June 2023 and scheduled to terminate in November 2025, allowing for a disciplined investment approach that is periodically refreshed with each new series.