FDL · Insider trading · 13F holders · Congress trades
Morningstar ETF (FDL)
Who is buying and selling FDL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 82
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 6
FDL at a glance
- No open-market insider purchases or sales of FDL were filed in the last 90 days.
- 82 13F filers hold FDL among their 50 largest positions, worth $639.2M combined. The biggest bets by portfolio weight are Center for Wealth Management Advisory (9.2%), HC Advisors, LLC (8.9%) and Rockport Wealth LLC (8.0%). In their latest 13Fs, 0 managers opened a new position and 20 added to one.
- Members of Congress have disclosed 10 FDL trades since 2016, 2 purchases and 4 sales in the past year; the latest was K. Michael Conaway (R-TX), selling $15K–50K on Feb 26, 2020.
- FDL last closed at $53.73 on Oct 30, 2026.
FDL insider trading
No open-market insider purchases or sales of FDL were filed in the last 90 days.
Who owns FDL? Hedge funds and superinvestors
82 13F filers hold FDL among their 50 largest positions, worth $639.2M combined. The biggest bets by portfolio weight are Center for Wealth Management Advisory (9.2%), HC Advisors, LLC (8.9%) and Rockport Wealth LLC (8.0%). In their latest 13Fs, 0 managers opened a new position and 20 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Csenge Advisory GroupWealth manager | 3.4% | $84.1M | 1,728,408 | +10.1% shares | Q2 2026 |
| Rockport Wealth LLCWealth manager | 8.0% | $47.8M | 982,928 | +11.0% shares | Q2 2026 |
| TRUE Private Wealth AdvisorsWealth manager | 2.7% | $31.4M | 639,080 | +1.9% shares | Q3 2026 |
| Southland Equity Partners LLCWealth manager | 4.9% | $28.6M | 583,197 | +4.0% shares | Q3 2026 |
| Beacon Financial GroupWealth manager | 2.1% | $23.6M | 480,733 | +0.6% shares | Q3 2026 |
| RFG Advisory, LLCWealth manager | 0.3% | $18.7M | 384,975 | +16.6% shares | Q2 2026 |
| Center for Wealth Management AdvisoryWealth manager | 9.2% | $14.9M | 302,894 | +4.6% shares | Q3 2026 |
| HC Advisors, LLCWealth manager | 8.9% | $14.7M | 301,517 | +3.0% shares | Q2 2026 |
| Manchester Financial IncWealth manager | 2.6% | $14.6M | 296,840 | +0.4% shares | Q3 2026 |
| McAdam, LLCWealth manager | 0.5% | $13.3M | 270,223 | -4.0% shares | Q3 2026 |
| Rehmann Capital Advisory GroupWealth manager | 0.6% | $13.1M | 268,982 | +5.7% shares | Q2 2026 |
| Hobart Private Capital, LLCWealth manager | 2.2% | $13.1M | 266,344 | +1.8% shares | Q3 2026 |
| Summit Financial Wealth Advisors, LLCWealth manager | 1.6% | $12.9M | 262,675 | -0.4% shares | Q3 2026 |
| Next Level Private LLCWealth manager | 2.4% | $12.4M | 251,792 | +0.2% shares | Q3 2026 |
| Perryman Financial Advisory Inc /adWealth manager | 1.5% | $11.7M | 237,379 | +0.5% shares | Q3 2026 |
| Keeler Thomas Management LLCWealth manager | 4.5% | $11.6M | 235,730 | -3.6% shares | Q3 2026 |
| Del-Sette Capital Management, LLCWealth manager | 6.3% | $10.9M | 221,839 | -9.6% shares | Q3 2026 |
| Goldstone Financial Group, LLCWealth manager | 1.0% | $10.7M | 219,270 | -20.0% shares | Q2 2026 |
| Key Client Fiduciary Advisors, LLCWealth manager | 2.9% | $10.3M | 209,717 | +4.1% shares | Q3 2026 |
| Randall & Associates Wealth ManagementWealth manager | 6.1% | $10.1M | 205,874 | +25.7% shares | Q3 2026 |
| Compass Financial Services IncWealth manager | 3.2% | $8.4M | 173,592 | +5.0% shares | Q2 2026 |
| Fairvoy Private Wealth, LLCWealth manager | 1.7% | $8.4M | 170,692 | +38.6% shares | Q3 2026 |
| Cozad Asset Management IncWealth manager | 0.5% | $8.3M | 171,576 | +6.1% shares | Q2 2026 |
| Mach-1 Financial Group, LLCWealth manager | 3.2% | $8.2M | 169,188 | -9.6% shares | Q2 2026 |
| BlueChip Wealth Advisors LLCWealth manager | 3.0% | $7.9M | 163,113 | -3.9% shares | Q2 2026 |
| Leelyn Smith, LLCWealth manager | 1.0% | $7.9M | 162,596 | +1.1% shares | Q2 2026 |
| Investors Research CorpWealth manager | 1.4% | $7.9M | 160,279 | +5.5% shares | Q3 2026 |
| Maia Wealth LLCWealth manager | 1.1% | $7.8M | 159,626 | +35.1% shares | Q3 2026 |
| Jfs Wealth Advisors, LLCWealth manager | 0.4% | $7.7M | 158,678 | +0.1% shares | Q2 2026 |
| Turning Point Benefit Group, Inc.Wealth manager | 3.1% | $7.7M | 156,135 | +54.7% shares | Q3 2026 |
The 30 largest of 82 positions, by value. Each manager counts with its latest 13F (Q3 2026: 43, Q2 2026: 37, Q1 2026: 2). Screen FDL in the grand portfolio →
FDL stock trades by members of Congress
Members of Congress have disclosed 10 FDL trades since 2016, 2 purchases and 4 sales in the past year; the latest was K. Michael Conaway (R-TX), selling $15K–50K on Feb 26, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Mar 10, 2020 | K. Michael ConawayR-TX · House | Sale | $15K–50K | Feb 26, 2020 | +83.5% |
| Mar 10, 2020 | K. Michael ConawayR-TX · House | Sale | $15K–50K | Feb 25, 2020 | +81.0% |
| Mar 10, 2020 | K. Michael ConawayR-TX · House | Sale | $15K–50K | Feb 18, 2020 | +70.2% |
| Mar 10, 2020 | K. Michael ConawayR-TX · House | Sale | $1K–15K | Feb 18, 2020 | +70.2% |
| Nov 12, 2019 | K. Michael ConawayR-TX · House | Buy | $15K–50K | Oct 10, 2019 | +76.3% |
| Nov 12, 2019 | K. Michael ConawayR-TX · House | Buy | $1K–15K | Oct 10, 2019 | +76.3% |
| Sep 6, 2016 | J. French HillR-AR · House | Buy | $15K–50K | Aug 30, 2016 | +95.8% |
| Sep 6, 2016 | J. French HillR-AR · House | Buy | $15K–50K | Jul 29, 2016 | +94.2% |
| Jul 12, 2016 | J. French HillR-AR · House | Buy | $15K–50K | Jun 30, 2016 | +100.3% |
| Jul 12, 2016 | J. French HillR-AR · House | Buy | $15K–50K | May 31, 2016 | +107.6% |
2 members have traded FDL: K. Michael Conaway, J. French Hill.
FDL questions and answers
Are insiders buying FDL stock?
No open-market insider purchases or sales of FDL were filed in the last 90 days.
Which hedge funds own FDL?
82 13F filers hold FDL among their 50 largest positions, worth $639.2M combined. The biggest bets by portfolio weight are Center for Wealth Management Advisory (9.2%), HC Advisors, LLC (8.9%) and Rockport Wealth LLC (8.0%). In their latest 13Fs, 0 managers opened a new position and 20 added to one.
Has Congress traded FDL?
Members of Congress have disclosed 10 FDL trades since 2016, 2 purchases and 4 sales in the past year; the latest was K. Michael Conaway (R-TX), selling $15K–50K on Feb 26, 2020.
Who is the largest holder of FDL?
Among 13F filers, Csenge Advisory Group reports the largest FDL position, $84.1M (1,728,408 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Center for Wealth Management Advisory's: 9.2% of its portfolio.
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