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Csenge Advisory Group13F | |
| Csenge Advisory Group | |
| Last update 2025-05-05 | 662 Stocks (66 new) |
| Value $1.76 Bil | Turnover 12 % |
Csenge Advisory Group Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 196,409 | 103,391.7 | -0.01% | 5.860 | 0% | 0.020 | +10.78% | +6.05% | 635,449.7 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 589,813 | 95,939.1 | +2.42% | 5.440 | +0.13% | 0.140 | +5.34% | +4.64% | 71,943.6 | ||
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 1,773,862 | 71,060.9 | +1.87% | 4.030 | +0.07% | 1.380 | -2.55% | +6.02% | 5,405.4 | ||
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 1,183,880 | 70,938.1 | +4.96% | 4.020 | +0.19% | 1.080 | +1.15% | +2.38% | 6,379.1 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 1,101,361 | 60,189.4 | -1.31% | 3.410 | -0.05% | 0.470 | +7.47% | +6.84% | 15,041.9 | ||
QQQ | INVESCO QQQ Trust | 135,049 | 59,975.2 | +9.22% | 3.400 | +0.29% | 0.020 | +17.77% | +8.19% | 354,290.8 | ||
AAPL | Apple Inc | 177,088 | 34,882.8 | -2.70% | 1.980 | -0.07% | 0.000 | -7.51% | -17.87% | 3,064,383.4 | Hardware | |
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 712,177 | 34,846.8 | +1.02% | 1.980 | +0.02% | 0.700 | +1.25% | +3.35% | 5,108.3 | ||
FSIG |
First Trust Limited Duration Investment Grade Corporate ETF
First Trust Limited Duration Investment Grade Corporate ETF
| 1,821,335 | 34,496.1 | New Holding | 1.960 | +1.96% | 2.760 | +2.12% | +3.70% | 1,298.2 | ||
UCON |
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
| 1,184,468 | 29,161.6 | +0.86% | 1.650 | +0.01% | 0.940 | +1.67% | +3.25% | 2,978.1 |
Csenge Advisory Group's Historical Top Holdings Breakdowns
Csenge Advisory Group's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FSIG |
First Trust Limited Duration Investment Grade Corporate ETF
First Trust Limited Duration Investment Grade Corporate ETF
| 2025-03-31 | New Buy New Buy | +1.96% | 18.74 ($18.92) 19.04 | $19.12 | 1.06% | New holding | 1,821,335 | 1,821,335 | |
SJB |
ProShares Short High Yield -1x Shares
ProShares Short High Yield -1x Shares
| 2025-03-31 | Add Add | +0.81% | 15.95 ($16.06) 16.22 | $15.61 | -2.83% | Add 1919.03% | 919,710 | 874,158 | |
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.76% | 32.49 ($35.67) 37.99 | $35.28 | -1.09% | Add 187.96% | 656,487 | 428,508 | |
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.64% | 78.51 ($79.37) 80.13 | $80.65 | 1.61% | Reduce -73.21% | 53,908 | -147,295 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +0.55% | 91.45 ($91.59) 91.75 | $91.73 | 0.15% | Add 152.77% | 175,164 | 105,867 | |
LVHI |
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
| 2025-03-31 | Add Add | +0.54% | 30.53 ($31.7) 32.85 | $32.55 | 2.68% | Add 2930.12% | 319,981 | 309,421 | |
AIRR |
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
| 2025-03-31 | Reduce Reduce | -0.50% | 67.24 ($75.23) 84.27 | $81.40 | 8.20% | Reduce -95.2% | 5,978 | -118,449 | |
FLIN | Franklin FTSE India ETF | 2025-03-31 | Sold Out Sold Out | -0.46% | 34 ($36.05) 38.4 | $39.83 | 10.49% | Sold Out | 0 | -217,595 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.45% | 243.19 ($264.45) 288.14 | $304.83 | 15.27% | Reduce -30.93% | 74,312 | -33,279 | |
GRID |
First Trust NASDAQ Clean Edge Smart Grid Infrastru
First Trust NASDAQ Clean Edge Smart Grid Infrastru
| 2025-03-31 | Sold Out Sold Out | -0.45% | 113.13 ($119.72) 127.79 | $139.02 | 16.12% | Sold Out | 0 | -68,031 |
Csenge Advisory Group Total Holding History ($B)
Csenge Advisory Group's Asset Allocation
Csenge Advisory Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Csenge Advisory Group's Hypothetical Growth since 2025-03-31
Csenge Advisory Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Csenge Advisory Group's Holdings Heat Map
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Csenge Advisory Group's Holdings Bubble Chart
Csenge Advisory Group News
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