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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +23,673 | +158.2% | 38,633 | $1.58M | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Sell | -40,638 | -84.6% | 7,386 | $302.55K | Q2 2026 | Aug 19, 2026 |
| Raymond James Financial Inc | Sell | -444,220 | -62.9% | 262,165 | $10.74M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -252,721 | -85.5% | 43,030 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +35,479 | — | 35,479 | $1.45M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +32,246 | — | 32,246 | $1.32M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +23,181 | +7.1% | 349,888 | $14.33M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -15,456 | -50.4% | 15,209 | $622.96K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +9,364 | — | 9,364 | $383.55K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +5,849 | +28.9% | 26,106 | $1.07M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +5,216 | — | 5,216 | $213.65K | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, Llc | Buy | +4,812 | +37.6% | 17,595 | $720.71K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +1,717 | +54.0% | 4,896 | $200.54K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +1,239 | +13.7% | 10,295 | $421.69K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -155 | -1.0% | 14,695 | $601.91K | Q2 2026 | Aug 14, 2026 |
| American Alpha Advisors, Llc | Sell | -6 | -0.0% | 15,809 | $647.54K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Buy | +10,304 | +41.0% | 35,436 | $1.45M | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, Llc | Sell | -5,674 | -4.0% | 135,287 | $5.54M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -893 | -3.6% | 23,959 | $981.36K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Buy | +250 | +1.8% | 13,967 | $572.09K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +75,023 | +34.5% | 292,655 | $11.99M | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Sell | -8,223 | -6.4% | 120,291 | $4.93M | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +6,552 | — | 6,552 | $268.37K | Q2 2026 | Aug 12, 2026 |
| Lm Advisors Llc | Buy | +5,981 | +2523.6% | 6,218 | $255.00K | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, Llc | Buy | +5,240 | — | 5,240 | $214.63K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -908 | -4.5% | 19,349 | $792.53K | Q2 2026 | Aug 12, 2026 |
| Fsb Premier Wealth Management, Inc. | Sell | -356 | -4.1% | 8,385 | $343.45K | Q2 2026 | Aug 12, 2026 |
| Vestgen Advisors, Llc | Buy | +13,248 | — | 13,248 | $542.64K | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | Sell | -56 | -0.9% | 6,079 | $249.00K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +9,278 | +100.0% | 18,556 | $760.05K | Q2 2026 | Aug 10, 2026 |
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.