Fund HoldingsCsenge Advisory Group

Total Portfolio Value
$1.47B
Total Bought
$106.01M
Total Sold
$111.64M
Net Transaction
-$5.63M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
452,948616,277+163,32921,59229,1131.98%+7,521
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
0112,325+112,32505,7870.39%+5,787
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
909,232962,980+53,74854,01757,2203.90%+3,203
CADENCE BANK0132,448+132,44802,8110.19%+2,811
ISHARES TR046,459+46,45903,7620.26%+3,762
ISHARES TR026,979+26,97902,7000.18%+2,700
ISHARES TR178,542219,757+41,21512,58415,0361.02%+2,452
ISHARES TR093,932+93,93202,4010.16%+2,401
FIDELITY MERRIMACK STR TR054,712+54,71202,3830.16%+2,383
ISHARES TR
TRS FLT RT BD
042,295+42,29502,1460.15%+2,146
SPDR SER TR
ST STR SP CAPMKT
023,356+23,35602,0260.14%+2,026
ISHARES TR023,132+23,13201,6940.12%+1,694
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
017,908+17,90801,6810.11%+1,681
SPDR SER TR
ST STR BLO 1 ETF
030,115+30,11502,7650.19%+2,765
JANUS DETROIT STR TR
HENDRSN SHRT ETF
029,656+29,65601,4230.10%+1,423
SELECT SECTOR SPDR TR
ST STR DISCR ETF
013,864+13,86402,2320.15%+2,232
ISHARES TR72,20894,656+22,4483,5344,6310.32%+1,098
ISHARES TR
CORE MSCI EAFE
56,12875,463+19,3353,7894,8560.33%+1,067
SELECT SECTOR SPDR TR
ST STR ENERG ETF
028,072+28,07202,5370.17%+2,537
ISHARES TR09,821+9,82101,0390.07%+1,039
FIRST TR MORNINGSTAR DIVID L1,495,7041,550,537+54,83350,86951,8503.53%+981
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
506,200517,921+11,72111,52612,4300.85%+904
AMERICAN CENTY ETF TR011,442+11,44208920.06%+892
MERCADOLIBRE INC(MELI)01,122+1,12201,4230.10%+1,423
ISHARES TR010,197+10,19702,5430.17%+2,543
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
1,165,5771,225,222+59,64521,70322,5321.53%+829
PROSHARES TR
SHRT HGH YIELD
789,079828,153+39,07414,45615,2791.04%+823
CATERPILLAR INC(CAT)06,343+6,34301,7320.12%+1,732
AMGEN INC(AMGN)05,217+5,21701,4020.10%+1,402
CHEVRON CORP NEW(CVX)21,95124,932+2,9813,4544,2040.29%+750
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
1,007,4791,050,080+42,60124,35125,0971.71%+746
EXXON MOBIL CORP91,14189,219-1,9229,77510,4900.71%+716
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
012,435+12,43507140.05%+714
REPUBLIC SVCS INC(RSG)04,975+4,97507090.05%+709
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
07,830+7,83007040.05%+704
ISHARES TR44,89948,155+3,25620,01220,6791.41%+667
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
030,342+30,34201,3780.09%+1,378
ALPHABET INC(GOOG)56,52956,535+66,7677,3980.50%+632
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
040,145+40,14502,1500.15%+2,150
ISHARES TR44,14152,366+8,2254,3244,9250.34%+601
HAEMONETICS CORP MASS(HAE)06,553+6,55305870.04%+587
FOMENTO ECONOMICO MEXICANO S(FMX)05,259+5,25905740.04%+574
FIDELITY NATL INFORMATION SV(FIS)014,547+14,54708040.05%+804
SSGA ACTIVE ETF TR
ST STR BL LN ETF
047,651+47,65101,9980.14%+1,998
SPDR SER TR
ST STR P500GRW
014,277+14,27708460.06%+846
WILLIAMS SONOMA INC(WSM)03,380+3,38005250.04%+525
SELECT SECTOR SPDR TR
ST STR INDL ETF
05,005+5,00505070.03%+507
DREAM FINDERS HOMES INC(DFH)021,931+21,93104880.03%+488
ISHARES INC015,858+15,85804860.03%+486
ISHARES TR145,706158,821+13,11514,07514,5460.99%+471
PIONEER NAT RES CO03,699+3,69908490.06%+849
LEGG MASON ETF INVT
FRANKLIN INTL LW
571,744587,350+15,60615,54616,0111.09%+465
ABBVIE INC(ABBV)22,44623,409+9633,0243,4890.24%+465
ISHARES TR13,27415,673+2,3993,2353,6820.25%+446
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
08,863+8,86304420.03%+442
ACM RESH INC(ACMR)024,405+24,40504420.03%+442
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
015,015+15,01504410.03%+441
WILLIAMS COS INC(WMB)049,894+49,89401,6810.11%+1,681
ISHARES TR08,022+8,02208080.06%+808
ENBRIDGE INC(ENB)022,057+22,05707340.05%+734
PHILIP MORRIS INTL INC(PM)028,417+28,41702,6310.18%+2,631
NOVARTIS AG(NVS)07,115+7,11507250.05%+725
PLAINS GP HLDGS L P(PAGP)023,297+23,29703760.03%+376
NVIDIA CORPORATION(NVDA)23,48523,698+2139,93510,3080.70%+374
ISHARES TR013,828+13,82801,3110.09%+1,311
NOVO-NORDISK A S(NVO)09,757+9,75708870.06%+887
XYLEM INC(XYL)03,818+3,81803480.02%+348
UGI CORP NEW(UGI)015,006+15,00603450.02%+345
ISHARES TR01,496+1,49603350.02%+335
EDISON INTL(EIX)08,673+8,67305490.04%+549
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,559+8,55903280.02%+328
VANGUARD TAX-MANAGED FDS046,503+46,50302,0330.14%+2,033
FIRST TR EXCH TRADED FD III447,449466,761+19,3127,1467,4540.51%+308
VANGUARD BD INDEX FDS023,701+23,70101,6540.11%+1,654
ISHARES TR06,027+6,02706390.04%+639
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
06,700+6,70002990.02%+299
SPIRE INC(SR)05,270+5,27002980.02%+298
ISHARES TR018,274+18,27401,8740.13%+1,874
VANGUARD WORLD FDS
ENERGY ETF
06,308+6,30807990.05%+799
ELI LILLY & CO(LLY)04,139+4,13902,2230.15%+2,223
DBX ETF TR08,429+8,42902860.02%+286
MARATHON PETE CORP(MPC)07,714+7,71401,1670.08%+1,167
SPDR SER TR
ST STR SP600 SML
027,074+27,07409990.07%+999
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
014,008+14,00808830.06%+883
INNOVATOR ETFS TR
US EQTY PWR BUF
08,233+8,23302770.02%+277
CHUBB LIMITED
COM
06,121+6,12101,2740.09%+1,274
VALERO ENERGY CORP(VLO)05,634+5,63407980.05%+798
ISHARES INC010,327+10,32702700.02%+270
PIMCO ETF TR
ENHAN SHRT MA AC
019,312+19,31201,9340.13%+1,934
SPDR INDEX SHS FDS
ST PORT MARK ETF
049,049+49,04901,6470.11%+1,647
SPDR SER TR
ST STR P500ETF
152,736163,392+10,6567,9598,2120.56%+253
ISHARES TR02,208+2,20802500.02%+250
VANGUARD WHITEHALL FDS04,186+4,18602480.02%+248
VANGUARD MUN BD FDS026,073+26,07301,2540.09%+1,254
REGENERON PHARMACEUTICALS(REGN)0293+29302410.02%+241
CRH PLC
ORD
04,359+4,35902390.02%+239
AEHR TEST SYS(AEHR)05,119+5,11902340.02%+234
INNOVATOR ETFS TR
US EQTY PWR BF
07,518+7,51802330.02%+233
FISERV INC(FISV)02,064+2,06402330.02%+233
ISHARES TR01,494+1,49402270.02%+227
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