Fund Focus | First Trust RBA American Industrial Renaissance® ETF (AIRR)

Join Chief Investment Officer Morgan Arford for a clients-only webinar series where we drill down into the investment sectors that comprise CWM portfolio strategies.

This session will provide a targeted look at the First Trust RBA American Industrial Renaissance® ETF (AIRR) presented by Roberto Fatta, Associate ETF Strategist with First Trust Portfolios, including the philosophy behind the strategy, how the fund operates, and the role it may play within a diversified portfolio during varying market environments.

During this webinar we will cover:

• The fund’s investment approach and objectives
• Where small- and mid-sized industrial companies fit in the bigger picture of semi-conductors and artificial intelligence
• Portfolio diversification considerations
• Current market themes impacting capex and hyper capex buildouts
• How this fund fits within broader long-term investment planning

This webinar is EXCLUSIVELY open to CWM clients.

We hope you can join us live! No replay will be available.

All investments involve the risk of potential investment losses as well as the potential for investment gains; small- and mid-cap and sector concentrated funds may be more volatile. Past performance is no guarantee of future results. This communication is informational only and is not a solicitation for investment advice.

The information presented in this webinar is from sources Comprehensive Wealth Management believes to be reliable; however, we cannot guarantee or represent that it is accurate or complete.

Any strategy described may not be suitable for all individuals. Examples are provided for illustrative purposes only, and no representation is made that a person acting on these examples will achieve the results shown. Because investors’ situations and objectives vary, this information is not intended to indicate suitability for any particular investor.

The information provided here is intended to be educational and opinions presented are for general information only and are not intended to provide specific advice or recommendations for any individual.