Product Review: First Trust RBA American Industrial Renaissance ETF (AIRR)

Product Review Summary
Provides exposure to small and mid-cap U.S. companies in the industrial and community banking sectors
Has outperformed since 2022, but underperformed before, which can be attributed to a high equities beta (1.2)
It is expensive with 0.70% and represents a thematic investment 

Timestamps:
0:00 - Introduction
0:25 - Fund Overview
1:00 - Benchmark Comparison
1:45 - Portfolio Composition and Sector Allocation Differences
2:25 - Factor Exposure
3:05 - Alpha Analysis and Return Attribution
3:45 - Peer Comparison
4:25 - Fee Structure and Risk Characteristics
5:05 - Thematic Investing Considerations
5:45 - Key Takeaways

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