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Not Investment Advice

MARB

First Trust Merger Arbitrage ETF
1W: -0.2% 1M: -0.5% 3M: +0.2% YTD: +0.2% 1Y: +6.8% 3Y: +11.7% 5Y: +14.7%
$20.64
-0.06 (-0.29%)
After Hours: $20.60 (-0.04, -0.19%)
ETF AMEX · AUM $39.2M
ETF-Level Metrics
AUM$39M
Holdings31
Top 10 Wt—%
Beta0.09
% Profitable52%
Coverage0%
Portfolio Valuation
P/E37.8
P/B3.2
P/S3.3
EV/EBITDA19.2
P/FCF32.3
PEG-2.05
Profitability & Returns
Gross Margin51.8%
Net Margin6.6%
ROE6.5%
ROA0.8%
ROIC-0.9%
Div Yield0.65%
Leverage & Liquidity
Debt/Equity1.13
Debt/Assets0.15
Net Debt/EBITDA3.6x
Interest Cov3.6x
Current Ratio1.87
Quick Ratio1.57
Growth (YoY)
Revenue+10.5%
Net Income+46.9%
EPS+47.8%
FCF+42.9%
EBITDA+56.4%
Rev CAGR 3Y+2.4%
Quality Scores
Piotroski F5.0
Altman Z3.12
IS Quality53.3
IS Overall42.9
IS Value50.1
Median P/E10.9

Sector Breakdown

8 sectors
Sector # Holdings Total Weight % Avg P/E
Healthcare 8 0.0% -42.3
Real Estate 4 0.0% 90.1
Technology 3 0.0% -74.6
Financial Services 2 0.0% 16.5
Industrials 2 0.0% 11.1
Communication Services 2 0.0% 30.9
Other 9 0.0%
Consumer Cyclical 1 0.0% 16.5

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 31 of 31 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Day One Biopharmaceuticals, Inc. DAWN 0.00% $1.2M -20.6 $2.2B Healthcare
2 US Dollar Private $USD 0.00% $9.7M
3 Amicus Therapeutics, Inc. FOLD 0.00% $1.2M -164.5 $4.5B Healthcare
4 Kennedy-Wilson Holdings, Inc. KW 0.00% $1.2M 320.5 $1.5B Real Estate
5 DigitalBridge Group, Inc. (Class A) DBRG 0.00% $982,082 19.0 $2.8B Real Estate
6 OneStream, Inc. (Class A) OS 0.00% $1.6M -89.3 $5.9B Technology
7 Veris Residential Inc. VRE 0.00% $1.4M 23.5 $1.8B Real Estate
8 Clearwater Analytics Holdings, Inc. (Class A) CWAN 0.00% $1.4M -174.0 $6.9B Technology
9 ProAssurance Corporation PRA 0.00% $599,809 24,512 25.0 $1.3B Financial Services
10 Tri Pointe Homes, Inc. TPH 0.00% $1.2M 16.5 $4.0B Consumer Cyclical
11 Hologic, Inc. HOLX 0.00% $1.4M 18,400 31.2 $16.9B Healthcare
12 Brighthouse Financial, Inc. BHF 0.00% $1.4M 24,037 8.0 $3.5B Financial Services
13 CSG Systems International, Inc. CSGS 0.00% $1.5M 19,075 39.4 $2.3B Technology
14 Air Lease Corporation AL 0.00% $1.2M 18,501 6.6 $7.3B Industrials
15 Exact Sciences Corporation EXAS 0.00% $1.2M 11,644 -95.7 $20.0B Healthcare
16 Masimo Corporation MASI 0.00% $1.6M -63.0 $9.6B Healthcare
17 Select Medical Holdings Corporation SEM 0.00% $1.7M 13.8 $2.0B Healthcare
18 Electronic Arts Inc. EA 0.00% $1.8M 8,745 74.4 $50.6B Communication Services
19 Peakstone Realty Trust PKST 0.00% $1.6M -2.5 $775M Real Estate
20 Talkspace, Inc. TALK 0.00% $1.6M 110.9 $857M Healthcare
21 Enhabit, Inc. EHAB 0.00% $1.3M -150.7 $693M Healthcare
22 Clear Channel Outdoor Holdings, Inc. CCO 0.00% $1.4M -12.6 $1.2B Communication Services
23 Great Lakes Dredge & Dock Corp. GLDD 0.00% $1.4M 15.5 $1.1B Industrials
24 Roche Holding AG - CVR Private 2595777D.SW —%
25 Sycamore Partners Llc -Right Deriv 2556706D —%
26 Icosavax Inc Cvr Private .ICVXCVR —%
27 Johnson & Johnson - CVR Private .JNJ-CVR —%
28 Bristol-Myers Squibb Co. - CVR Private 2367655D —%
29 Zimmer Biomet Holdings, Inc. (CVR) Private 2544621D —%
30 Chinook Therapeutics Cvr Private .KDNYCVR —%
31 Pfizer Inc (CVR) Private 2596459D —%

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms