Csenge Advisory Group Q1 2023 vs. Q2 2023: A Comprehensive Analysis of 13F Holdings

In the ever-changing landscape of the financial world, it is imperative for investors to stay abreast of the latest trends and updates. One way to gain valuable insights is by analyzing the quarterly 13F holdings of various funds. These reports provide detailed information about the securities held by institutions managing over $100 million in assets. By comparing the holdings from one quarter to another, analysts can identify shifts in investment strategies and potential market trends.

During the first quarter of 2023, Csenge Advisory Group made significant changes to its 13F holdings. Let's dive deeper into the data and uncover the highlights of this transformation.

SPDR S&P 500 ETF TR (SPY)

- The Q1 2023 holdings for SPY stood at 198,038 shares, with a total value of $81,074,000.

- In Q2 2023, Csenge Advisory Group reduced its holdings to 194,578 shares, amounting to a total value of $86,252,000.

- This represents a change of -6.4% in both shares and value.

INVESCO EXCHANGE TRADED FD T (RSP)

- Csenge Advisory Group held 498,553 shares of RSP in Q1 2023, with a total value of $72,100,000.

- In Q2 2023, the firm maintained a similar position with holdings of 498,240 shares, amounting to $74,556,000 in value.

- The change in shares and value was minimal, with a variance of 0.2%.

FIRST TR EXCHANGE-TRADED FD (FTSM)

- The Q1 2023 holdings for FTSM were 906,261 shares, valued at $53,931,000.

- Csenge Advisory Group slightly increased its stake in Q2 2023 to 909,232 shares, with a total value of $54,017,000.

- This change represents a marginal increase in both shares and value by 0.2%.

FIRST TR MORNINGSTAR DIVID L (FDL)

- In Q1 2023, the firm held 1,424,903 shares of FDL, valued at $50,584,000.

- Csenge Advisory Group increased its position in Q2 2023 to 1,495,704 shares, amounting to $50,868,000 in value.

- This change reflects a slight increase of 0.6% in both shares and value.

INVESCO QQQ TR (QQQ)

- Csenge Advisory Group held 133,905 shares of QQQ in Q1 2023, with a total value of $42,974,000.

- However, the firm reduced its holdings in Q2 2023 to 125,034 shares, resulting in a total value of $46,189,000.

- This signifies a change of -7.5% in shares and 7.5% in value.

FIRST TR EXCHANGE-TRADED FD (RDVY)

- Q1 2023 saw Csenge Advisory Group with 949,024 shares of RDVY, valued at $42,582,000.

- In Q2 2023, the firm maintained a similar position with 949,782 shares, amounting to $44,734,000 in value.

- The change in shares and value was marginal, with a variance of 5.1%.

APPLE INC (AAPL)

- During Q1 2023, Csenge Advisory Group held 173,704 shares of AAPL, with a total value of $28,643,000.

- Remarkably, the firm significantly increased its stake in Q2 2023 to 193,729 shares, valued at $37,577,000.

- This represents a substantial change of 31.2% in shares and value.

FIRST TR EXCHNG TRADED FD VI (UCON)

- In the first quarter of 2023, Csenge Advisory Group held 676,865 shares of UCON, with a total value of $16,386,000.

- However, in Q2 2023, the firm dramatically increased its holdings to 1,007,479 shares, amounting to $24,350,000 in value.

- This indicates a significant change of 48.6% in shares and value.

FIRST TR EXCHANGE-TRADED FD (HYLS)

- Csenge Advisory Group held 497,025 shares of HYLS in Q1 2023, with a total value of $19,761,000.

- In Q2 2023, the firm further increased its holdings to 597,283 shares, resulting in a total value of $23,670,000.

- This signifies a change of 19.8% in shares and value.

MICROSOFT CORP (MSFT)

- During Q1 2023, Csenge Advisory Group held 61,087 shares of MSFT, valued at $17,611,000.

- In Q2 2023, the firm slightly increased its position to 64,419 shares, amounting to $21,937,000 in value.

- This change represents a marginal increase of 24.6% in shares and value.

From the above analysis, we can see that Csenge Advisory Group made strategic adjustments to its 13F holdings during Q1 2023 and Q2 2023. While some changes were minimal, others showcased significant shifts in investment strategies. It is important for investors to closely monitor these changes and consider them while making their own investment decisions.

Please note that the above analysis is based on publicly available data and should not be considered as financial advice. It is always advisable to consult with a certified financial advisor before making any investment decisions.