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Seven Hills Financial, LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Seven Hills Financial, LLC’s Portfolio RDVY Stock Details RDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$229K Buy
+2,929
New +$237K 0.14% 99

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RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Seven Hills Financial, LLC's RDVY Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2026: 2,929 shares worth $229K. The stake represents 0.14% of the portfolio and ranks #99 among its holdings.

59 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

  • Seven Hills Financial, LLC held 2,929 shares of First Trust Rising Dividend Achievers ETF worth $229K as of Q3 2026.
  • First Trust Rising Dividend Achievers ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.14% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #99 holding.
  • 59 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.