MARB

First Trust$20.87+0.02 (+0.10%)
AUM $25.0MER 1.69%NAV $20.86Holdings 42

Price Chart

Key Statistics

Previous Close

$20.85

Day Range

$20.83$20.89

52-Week Range

$20.04$20.86

Avg Volume

6.6K

Dividend Yield

3.01%

Expense Ratio

1.69%

AUM

$25.0M

Shares Outstanding

1.9M

ETF Grades

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Sector Breakdown

SectorWeight %
Healthcare34.82%
Technology15.83%
Real Estate14.46%
Communication Services11.04%
Financial Services10.63%
Industrials9.06%
Consumer Cyclical4.17%

Country Allocation

CountryWeight %
United States52.11%
Other47.89%

Fund Information

Category
Healthcare
Types
Inverse
Inception Date
Feb 4, 2020
Exchange
NYSE_ARCA
Description
The First Trust Merger Arbitrage ETF's investment objective is to seek to provide investors with capital appreciation. Under normal market conditions, the Fund seeks to achieve its investment objective by establishing long and short positions in the equity securities of companies that are involved in a publicly-announced significant corporate event, such as a merger or acquisition.

Similar ETFs

SymbolNameAUM
IWMiShares Russell 2000 ETF$75.96B
XLVState Street Health Care Select Sector SPDR ETF$38.76B
VHTVanguard Health Care ETF$18.60B
VTWOVanguard Russell 2000 ETF$14.50B
IWOiShares Russell 2000 Growth ETF$13.72B

The First Trust Merger Arbitrage ETF (MARB) is an exchange-traded fund issued by First Trust that launched on Feb 4, 2020. It currently manages $25.0M in assets under management. The fund charges an expense ratio of 1.69%. The fund holds 42 securities in its portfolio. It falls under the Healthcare category.

Top 10 holdings represent 81.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1$USDUS Dollar47.89%0$12.0M
2EAElectronic Arts Inc.4.22%8,745$1.1M
3SEMSelect Medical Holdings Corporation4.02%0$1.0M
4MASIMasimo Corporation3.81%0$954K
5PKSTPeakstone Realty Trust3.77%0$943K
6TALKTalkspace, Inc.3.76%0$942K
7CSGSCSG Systems International, Inc.3.65%19,075$913K
8BHFBrighthouse Financial, Inc.3.55%24,037$889K
9CWANClearwater Analytics Holdings, Inc. (Class A)3.39%0$848K
10VREVeris Residential Inc.3.29%0$822K
11CCOClear Channel Outdoor Holdings, Inc.3.28%0$821K
12EHABEnhabit, Inc.3.07%0$768K
13TPHTri Pointe Homes, Inc.2.84%0$711K
14FOLDAmicus Therapeutics, Inc.2.83%0$708K
15KWKennedy-Wilson Holdings, Inc.2.81%0$704K

Detailed Returns

PeriodReturnETF
1D
+0.10%
1W
+0.12%
1M
+0.63%
3M
+0.78%
6M
+1.07%
YTD
+1.26%
1Y
+3.96%
3Y
+3.52%
5Y
+5.53%

Moving Averages

20-Day MA

$20.81

Above 20-Day MA
50-Day MA

$20.75

Above 50-Day MA
200-Day MA

$20.64

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$20.86

Current Price

$20.87

52-Week Low

$20.04

$20.04$20.86

Current Yield

3.01%

Annual Dividend

$0.9777

Frequency

4x/year

Last Ex-Date

Dec 12, 2025

Dividend History

Ex-DateAmountPay Date
Dec 12, 2025$0.1328Dec 31, 2025
Sep 25, 2025$0.4894Sep 30, 2025
Dec 13, 2024$0.1937Dec 31, 2024
Sep 26, 2024$0.1618Sep 30, 2024
Jun 27, 2024$0.0649Jun 28, 2024
Dec 22, 2023$0.1481Dec 29, 2023
Sep 22, 2023$0.2487Sep 29, 2023
Jun 27, 2023$0.0459Jun 30, 2023
Dec 23, 2022$0.2000Dec 30, 2022

Dividend Payments Over Time

Category Comparison

MetricMARBHealthcare(212 ETFs)Inverse(709 ETFs)
Fund Info
Expense Ratio1.69%0.61%1.10%
AUM$25.0M$1.20B$905.4M
Dividend Yield3.01%3.25%5.69%
Avg Volume6.6K342.6K2.1M
Holdings42181102
Performance
1-Month Return+0.72%+6.30%+14.83%
6-Month Return+2.83%+6.13%-3.85%
YTD Return+1.07%+2.71%+1.52%
1-Year Return+4.21%+28.23%+12.36%

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