Nicolet Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$225K Buy
3,099
+90
+3% +$6.12K 0.02% 390
2025
Q3
$202K Buy
+3,009
New +$195K 0.02% 394

Other funds holding RDVY

Nicolet Advisory Services's RDVY Position: Q4 2025 in Review

Nicolet Advisory Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3% in Q4 2025, buying an estimated $6.12K and bringing the position to 3,099 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #390.

Nicolet Advisory Services first reported a position in RDVY in Q3 2025 and has held it in 2 quarters since. 753 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • Nicolet Advisory Services held 3,099 shares of First Trust Rising Dividend Achievers ETF worth $225K as of Q4 2025.
  • Nicolet Advisory Services bought 90 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $6.12K.
  • First Trust Rising Dividend Achievers ETF made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #390 holding.
  • Nicolet Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 2 quarters since.
  • 753 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.