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

Seven Hills Financial, LLC’s Portfolio SDVY Stock Details SDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$229K Buy
+5,632
New +$243K 0.14% 101

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SCFS
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CI
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GBFG
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Seven Hills Financial, LLC's SDVY Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) in Q3 2026: 5,632 shares worth $229K. The stake represents 0.14% of the portfolio and ranks #101 among its holdings.

42 funds tracked by Wall St. Rank hold SDVY as of Q3 2026.

  • Seven Hills Financial, LLC held 5,632 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $229K as of Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • First Trust SMID Cap Rising Dividend Achievers ETF made up 0.14% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #101 holding.
  • 42 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q3 2026.

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