MARBFirst Trust Merger Arbitrage ETF

Grow my money#2505 of 2944 for Grow my money

Seeks to provide investors with capital appreciation.

First Trust · Since 2020 (6 years)

Annual Cost

1.69%

#5264 out of 5,332 ETFs

Fund Size

$33M

#3707 out of 5,332 ETFs

Dividend Yield

2.99%

Track Record

6 years

#2087 out of 5,332 ETFs

Performance

1 Year

+7.2%

3 Years

+3.7%

5 Years

+2.9%

What's inside

Asset class

alternative

Region

global

Strategy

arbitrage

Asset allocation

Stocks

88.1%

Cash

11.9%

Top holdings

Electronic Arts IncEA5.5%

Select Medical Holdings CorpSEM5.2%

OneStream Inc Class A common stockOS4.9%

Masimo CorpMASI4.9%

Talkspace Inc Ordinary SharesTALK4.9%

Peakstone Realty Trust Ordinary SharesPKST4.9%

CSG Systems International IncCSGS4.7%

Brighthouse Financial Inc Registered Shs When IssuedBHF4.4%

Clearwater Analytics Holdings Inc Class ACWAN4.3%

Hologic IncHOLX4.3%

Risk profile

Volatility (1Y)

5.4%

Moderate

Max drawdown

-12.0%

Worst peak-to-trough loss

Sharpe (3Y)

0.06

Below average

Sortino (3Y)

0.08

Moderate downside risk

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