Blue Bell Private Wealth Management’s FT Vest US Equity Deep Buffer ETF October DOCT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$159K Sell
3,399
-61
-2% -$2.79K 0.02% 303
2026
Q1
$150K Sell
3,460
-718
-17% -$31.8K 0.02% 295
2025
Q4
$185K Sell
4,178
-439
-10% -$19.2K 0.03% 262
2025
Q3
$199K Sell
4,617
-182
-4% -$7.66K 0.03% 249
2025
Q2
$197K Sell
4,799
-1,098
-19% -$42.8K 0.03% 232
2025
Q1
$226K Sell
5,897
-28
-0.5% -$1.1K 0.04% 206
2024
Q4
$233K Hold
5,925
0.04% 193
2024
Q3
$231K Hold
5,925
0.04% 198
2024
Q2
$227K Hold
5,925
0.05% 184
2024
Q1
$223K Sell
5,925
-307
-5% -$11.4K 0.05% 174
2023
Q4
$227K Sell
6,232
-42
-0.7% -$1.48K 0.05% 153
2023
Q3
$217K Hold
6,274
0.06% 134
2023
Q2
$219K Hold
6,274
0.06% 134
2023
Q1
$206K Sell
6,274
-126
-2% -$4.06K 0.06% 121
2022
Q4
$200K Buy
+6,400
New +$199K 0.07% 110

Other funds holding DOCT

Blue Bell Private Wealth Management's DOCT Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its FT Vest US Equity Deep Buffer ETF October (DOCT) stake by 1.8% in Q2 2026, selling an estimated $2.79K and leaving 3,399 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #303.

Blue Bell Private Wealth Management first reported a position in DOCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $233K in Q4 2024. 108 funds tracked by Wall St. Rank hold DOCT as of Q2 2026.

  • Blue Bell Private Wealth Management held 3,399 shares of FT Vest US Equity Deep Buffer ETF October worth $159K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 61 FT Vest US Equity Deep Buffer ETF October shares in Q2 2026, an estimated $2.79K.
  • FT Vest US Equity Deep Buffer ETF October made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
  • Blue Bell Private Wealth Management's FT Vest US Equity Deep Buffer ETF October position peaked at $233K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF October as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.