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Upturn AI Summary
First Trust Exchange-Traded Fund II - First Trust Alerian U.S. NextGen Infrastructure ETF(RBLD)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for RBLD
10/23/2026: RBLD (1-star) is currently NOT-A-BUY. Pass it for now.
RBLD provides targeted exposure to U.S. 'NextGen' infrastructure, covering the critical energy and digital components that support modern economic growth. Its strengths include a systematic approach and alignment with secular infrastructure investment trends. However, investors should be aware of risks related to sector concentration, sensitivity to interest rates, and lower market liquidity compared to broader ETFs. It is best suited for long-term investors seeking thematic growth within infrastructure, with performance tied closely to capital expenditure cycles and digital adoption rates.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The focus on digital and energy modernization aligns well with long-term capital appreciation goals. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunities during periods of increased infrastructure investment and sector-specific catalysts. |
| Value investor | Mixed fit | While infrastructure assets often carry value characteristics, the 'NextGen' growth aspect may command higher valuations. |
| Dividend/Income investor | Strong fit | Many infrastructure companies included in the index are known for stable, reliable cash flows and dividend payments. |
| Low-risk investor | Weak fit | Sector-specific concentration and market sensitivity make this unsuitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term exposure to the structural growth trends in infrastructure with a tolerance for sector-specific volatility.
Suitability
Best suited for long-term investors looking to build thematic exposure rather than active traders due to liquidity profiles.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund is subject to price fluctuations driven by energy prices and broader sector cycles. |
| Market risk | Medium / high | Broader economic downturns can reduce demand for infrastructure services and capital expenditure. |
| Concentration | High | Focusing exclusively on 'NextGen' infrastructure limits diversification compared to total market index funds. |
| Tracking/expense | Low | The fund maintains a professional management structure with a standard expense ratio. |
| Liquidity | Medium | Lower trading volumes in specific holdings can make it harder to exit positions without impacting price. |
| Business/sector quality | Medium | Reliance on specific infrastructure segments leaves the fund vulnerable to regulatory and technological changes. |
Risk Analysis
Volatility
RBLD exhibits volatility characteristic of equity-focused infrastructure funds, sensitive to interest rates and energy prices.
Market Risk
The fund is inherently exposed to equity market risks, specifically those tied to the U.S. industrial and utility sectors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Energy Infrastructure (Midstream) | 45 | Provides exposure to companies transporting and storing energy commodities, which are essential for traditional and evolving power needs. |
| Sector | Digital Infrastructure | 30 | Focuses on data centers and connectivity infrastructure vital for the growth of cloud computing and digital services. |
| Sector | Transportation and Utility Infrastructure | 20 | Covers critical logistics and utility-related infrastructure components necessary for economic activity. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for operational needs and rebalancing purposes. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 18.37% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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