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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% 0.04% 496.71M 72415.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 45.00% 62.40M Upgrade

Basic Info

Investment Strategy
The Fund seeks to provide federally tax-exempt income consistent with capital preservation. It invests at least 80% of its net assets in municipal debt securities that pay interest that is exempt from regular federal income taxes. It seeks to construct a portfolio that has a weighted average duration of 1-3 years.
General
Security Type Exchange-Traded Fund
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal Short Term
Peer Group Short Municipal Debt Funds
Global Macro --
US Macro National Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Short Municipal Debt Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
3.95%
3.52%
1.20%
-3.75%
3.55%
2.35%
3.92%
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
1.05%
4.03%
--
1.76%
1.25%
0.38%
-0.03%
2.84%
3.05%
2.63%
--
--
--
--
--
4.10%
2.48%
4.03%
--
--
--
--
--
--
1.74%
3.82%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.36%
Stock 0.00%
Bond 98.52%
Convertible 0.00%
Preferred 0.00%
Other 1.12%
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Basic Info

Investment Strategy
The Fund seeks to provide federally tax-exempt income consistent with capital preservation. It invests at least 80% of its net assets in municipal debt securities that pay interest that is exempt from regular federal income taxes. It seeks to construct a portfolio that has a weighted average duration of 1-3 years.
General
Security Type Exchange-Traded Fund
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal Short Term
Peer Group Short Municipal Debt Funds
Global Macro --
US Macro National Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Short Municipal Debt Funds
Fund Owner Firm Name First Trust
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

View Basic Info
Start Trial

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