FT VEST US EQUITY MODERATE B (GSEP) Institutional Ownership Changes & 13F Activity

FT VEST US EQUITY MODERATE B (GSEP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Mai Capital Management, Cetera Investment Advisers, Archer Investment Corp, and Hrt Financial Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+23,673+158.2%38,633$1.58MQ2 2026Sep 02, 2026
Archer Investment CorpSell-40,638-84.6%7,386$302.55KQ2 2026Aug 19, 2026
Raymond James Financial IncSell-444,220-62.9%262,165$10.74MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-252,721-85.5%43,030$1.76MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+35,47935,479$1.45MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+32,24632,246$1.32MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+23,181+7.1%349,888$14.33MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-15,456-50.4%15,209$622.96KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+9,3649,364$383.55KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+5,849+28.9%26,106$1.07MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+5,2165,216$213.65KQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcBuy+4,812+37.6%17,595$720.71KQ2 2026Aug 14, 2026
Barclays PlcBuy+1,717+54.0%4,896$200.54KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+1,239+13.7%10,295$421.69KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-155-1.0%14,695$601.91KQ2 2026Aug 14, 2026
American Alpha Advisors, LlcSell-6-0.0%15,809$647.54KQ2 2026Aug 14, 2026
Creativeone Wealth, LlcBuy+10,304+41.0%35,436$1.45MQ2 2026Aug 13, 2026
Wood Tarver Financial Group, LlcSell-5,674-4.0%135,287$5.54MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-893-3.6%23,959$981.36KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcBuy+250+1.8%13,967$572.09KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+75,023+34.5%292,655$11.99MQ2 2026Aug 12, 2026
Us Bancorp \De\Sell-8,223-6.4%120,291$4.93MQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+6,5526,552$268.37KQ2 2026Aug 12, 2026
Lm Advisors LlcBuy+5,981+2523.6%6,218$255.00KQ2 2026Aug 12, 2026
Legacy Capital Wealth Partners, LlcBuy+5,2405,240$214.63KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-908-4.5%19,349$792.53KQ2 2026Aug 12, 2026
Fsb Premier Wealth Management, Inc.Sell-356-4.1%8,385$343.45KQ2 2026Aug 12, 2026
Vestgen Advisors, LlcBuy+13,24813,248$542.64KQ2 2026Aug 11, 2026
Keating Financial Advisory Services, Inc.Sell-56-0.9%6,079$249.00KQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+9,278+100.0%18,556$760.05KQ2 2026Aug 10, 2026
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Frequently asked questions about GSEP activity

  • Which institutional owners are buying GSEP?

    Institutional owners buying GSEP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in GSEP activity?

    "Buy" means an investor increased their reported position in GSEP compared to the prior reporting period. This reflects growing exposure to FT VEST US EQUITY MODERATE B (GSEP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in GSEP increasing?

    Institutional interest in GSEP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.