Future Financial Wealth Management’s DNP Select Income Fund DNP Stock Holding History

Future Financial Wealth Management’s Portfolio DNP Stock Details DNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$172K	Hold	18,000	–	–	0.11%	120
2026 Q2	$198K	Hold	18,000	–	–	0.12%	123
2026 Q1	$189K	Hold	18,000	–	–	0.12%	121
2025 Q4	$180K	Hold	18,000	–	–	0.12%	120
2025 Q3	$180K	Hold	18,000	–	–	0.11%	125
2025 Q2	$176K	Hold	18,000	–	–	0.12%	124
2025 Q1	$178K	Buy	18,000 +5,000	+38%	+$47.2K	0.13%	119
2024 Q4	$115K	Buy	13,000 +8,000	+160%	+$75.3K	0.08%	144
2024 Q3	$50.2K	Buy	+5,000	New	+$45.7K	0.04%	256
2024 Q1	–	Sell	-22,497	Closed	-$191K	–	506
2023 Q4	$191K	Buy	22,497 +244	+1%	+$2.2K	0.19%	102
2023 Q3	$212K	Buy	22,253 +966	+5%	+$9.7K	0.23%	95
2023 Q2	$223K	Hold	21,287	–	–	0.23%	97
2023 Q1	$231K	Sell	21,287 -15,482	-42%	-$176K	0.25%	92
2022 Q4	$414K	Buy	36,769 +1,970	+6%	+$21.5K	0.47%	62
2022 Q3	$377K	Buy	34,799 +2,475	+8%	+$27.6K	0.43%	69
2022 Q2	$382K	Hold	32,324	–	–	0.37%	80
2022 Q1	$382K	Buy	32,324 +5,444	+20%	+$61.1K	0.32%	80
2021 Q4	$294K	Buy	26,880 +783	+3%	+$8.46K	0.24%	95
2021 Q3	$273K	Hold	26,097	–	–	0.28%	95
2021 Q2	$273K	Buy	26,097 +1,260	+5%	+$13K	0.28%	95
2021 Q1	$245K	Buy	24,837 +2,052	+9%	+$21K	0.28%	90
2020 Q4	$234K	Buy	+22,785	New	+$233K	0.27%	99

Other funds holding DNP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

KTC

Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Future Financial Wealth Management's DNP Position: Q3 2026 in Review

Future Financial Wealth Management held its DNP Select Income Fund (DNP) position steady in Q3 2026 at 18,000 shares worth $172K. The position accounts for 0.11% of the portfolio, ranked #120.

Future Financial Wealth Management first reported a position in DNP in Q4 2020 and has held it in 22 quarters since. The position peaked at $414K in Q4 2022. 185 funds tracked by Wall St. Rank hold DNP as of Q3 2026.

Future Financial Wealth Management held 18,000 shares of DNP Select Income Fund worth $172K as of Q3 2026.
Future Financial Wealth Management left its DNP Select Income Fund share count unchanged in Q3 2026.
DNP Select Income Fund made up 0.11% of Future Financial Wealth Management's portfolio in Q3 2026, its #120 holding.
Future Financial Wealth Management first reported a position in DNP Select Income Fund in Q4 2020 and has held it in 22 quarters since.
Future Financial Wealth Management's DNP Select Income Fund position peaked at $414K in Q4 2022.
185 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2026.

Based on Future Financial Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.