First Trust Intermediate Duration Preferred & Income Fund
FPF- 交易所
- NYSE
- SEC CIK
- 0001567569
近 90 天，First Trust Intermediate Duration Preferred & Income Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 121 家機構在 13F 申報持有，市值合計 $3.45 億；沒有大師持有。
2021 年第 2 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 110
- 較 2021 年第 1 季 +3 家
- 持有股數
- 1,257 萬
- 較 2021 年第 1 季 +5.08 萬 (+0.4%)
- 總市值
- $3.16 億
- 較 2021 年第 1 季 +$1,604 萬 (+5.3%)
- 新進機構
- 13
- 另有 43 家加碼
- 清倉機構
- 10
- 另有 31 家減碼
另有 2 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FPF 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 121 | $3.45 億 |
| 2026 年第 1 季 | 120 | $3.30 億 |
| 2025 年第 4 季 | 118 | $3.40 億 |
| 2025 年第 3 季 | 120 | $3.19 億 |
| 2025 年第 2 季 | 113 | $3.22 億 |
| 2025 年第 1 季 | 110 | $2.98 億 |
| 2024 年第 4 季 | 119 | $2.91 億 |
| 2024 年第 3 季 | 110 | $3.13 億 |
| 2024 年第 2 季 | 110 | $3.07 億 |
| 2024 年第 1 季 | 109 | $5.52 億 |
| 2023 年第 4 季 | 118 | $3.86 億 |
| 2023 年第 3 季 | 107 | $2.40 億 |
| 2023 年第 2 季 | 99 | $2.37 億 |
| 2023 年第 1 季 | 110 | $2.41 億 |
| 2022 年第 4 季 | 113 | $2.52 億 |
| 2022 年第 3 季 | 100 | $2.32 億 |
| 2022 年第 2 季 | 100 | $2.66 億 |
| 2022 年第 1 季 | 101 | $3.11 億 |
| 2021 年第 4 季 | 105 | $3.36 億 |
| 2021 年第 3 季 | 110 | $3.31 億 |
| 2021 年第 2 季 | 110 | $3.16 億 |
| 2021 年第 1 季 | 109 | $3.03 億 |
2021 年第 2 季持有機構
每家機構持有 First Trust Intermediate Duration Preferred & Income Fund 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,349,618 | $1.09 億 | 0.01% | +41,269+1.0% | 加碼 |
| Parametric Portfolio Associates LLC | 1,695,866 | $4,258 萬 | 0.02% | −96,694−5.4% | 減碼 |
| Wells Fargo & Company | 1,049,121 | $2,634 萬 | 0.01% | +15,119+1.5% | 加碼 |
| Invesco Ltd. | 688,502 | $1,729 萬 | 0.00% | +26,610+4.0% | 加碼 |
| Bramshill Investments, LLC | 484,344 | $1,216 萬 | 0.93% | +63,616+15.1% | 加碼 |
| Royal Bank of Canada | 401,957 | $1,009 萬 | 0.00% | +8,850+2.3% | 加碼 |
| Cohen & Steers, Inc. | 331,208 | $831.7 萬 | 0.02% | 00.0% | 不變 |
| LPL Financial LLC | 328,858 | $825.8 萬 | 0.01% | −52,492−13.8% | 減碼 |
| Bank of America Corp | 321,422 | $807.1 萬 | 0.00% | −13,230−4.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 264,033 | $663.0 萬 | 0.35% | +54,785+26.2% | 加碼 |
| UBS Group AG | 244,652 | $614.3 萬 | 0.00% | +17,238+7.6% | 加碼 |
| Ameriprise Financial Inc | 150,222 | $377.2 萬 | 0.00% | +730+0.5% | 加碼 |
| Advisor Group Holdings, Inc. | 146,475 | $368.3 萬 | 0.01% | −16,066−9.9% | 減碼 |
| Sterneck Capital Management, LLC | 143,239 | $366.8 萬 | 2.27% | −15,984−10.0% | 減碼 |
| Truist Financial Corp | 101,861 | $255.8 萬 | 0.00% | +11,104+12.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 87,044 | $218.6 萬 | 0.00% | −5,211−5.6% | 減碼 |
| Baird Financial Group, Inc. | 85,348 | $214.3 萬 | 0.01% | +2,012+2.4% | 加碼 |
| Rockefeller Capital Management L.P. | 67,736 | $170.0 萬 | 0.01% | +5,114+8.2% | 加碼 |
| Jefferies Group LLC | 66,676 | $167.4 萬 | 0.03% | −23,771−26.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 64,323 | $161.5 萬 | 0.00% | +7,163+12.5% | 加碼 |
| Icon Wealth Partners, LLC | 61,857 | $155.3 萬 | 0.17% | +12,216+24.6% | 加碼 |
| FourThought Financial, LLC | 59,225 | $148.7 萬 | 0.20% | −175−0.3% | 減碼 |
| Mathes Company, Inc. | 58,450 | $146.8 萬 | 0.53% | 00.0% | 不變 |
| Stifel Financial Corp | 55,620 | $139.7 萬 | 0.00% | +2,044+3.8% | 加碼 |
| Fiera Capital Corp | 54,511 | $136.9 萬 | 0.00% | +12,948+31.2% | 加碼 |
| IHT Wealth Management, LLC | 53,853 | $135.2 萬 | 0.09% | +3,582+7.1% | 加碼 |
| Raymond James & Associates | 47,339 | $118.9 萬 | 0.00% | +9,336+24.6% | 加碼 |
| Menlo Advisors LLC | 46,000 | $115.5 萬 | 0.62% | 00.0% | 不變 |
| Magnus Financial Group LLC | 41,879 | $105.2 萬 | 0.23% | −1,668−3.8% | 減碼 |
| LexAurum Advisors, LLC | 36,893 | $92.6 萬 | 0.27% | +36,893 | 新進 |
| D.A. Davidson & Co. | 34,544 | $86.7 萬 | 0.01% | +6,067+21.3% | 加碼 |
| Onyx Bridge Wealth Group LLC | 34,464 | $85.9 萬 | 0.37% | −1,408−3.9% | 減碼 |
| Centaurus Financial, Inc. | 34,028 | $85.4 萬 | 0.07% | −683−2.0% | 減碼 |
| RDA Financial Network | 31,361 | $78.7 萬 | 0.35% | −354−1.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 30,674 | $77.0 萬 | 0.00% | +569+1.9% | 加碼 |
| Ameritas Investment Company, LLC | 21,689 | $75.1 萬 | 0.04% | +20,883+2,590.9% | 加碼 |
| Cooper Financial Group | 29,834 | $74.9 萬 | 0.15% | +4,022+15.6% | 加碼 |
| Aurora Private Wealth, Inc. | 29,601 | $74.3 萬 | 0.30% | +1,100+3.9% | 加碼 |
| Delta Capital Management LLC | 29,420 | $73.9 萬 | 0.46% | −510−1.7% | 減碼 |
| Spire Wealth Management | 29,366 | $73.7 萬 | 0.02% | −49−0.2% | 減碼 |
| Armor Investment Advisors, LLC | 29,117 | $73.1 萬 | 0.44% | −817−2.7% | 減碼 |
| Commonwealth Equity Services, LLC | 28,081 | $70.5 萬 | 0.00% | −98−0.3% | 減碼 |
| Aptus Capital Advisors, LLC | 27,300 | $68.6 萬 | 0.03% | +27,300 | 新進 |
| Prospera Financial Services Inc | 27,026 | $67.9 萬 | 0.03% | +4,684+21.0% | 加碼 |
| Sowell Financial Services LLC | 25,849 | $64.9 萬 | 0.04% | −50.0% | 減碼 |
| Janney Montgomery Scott LLC | 23,169 | $58.2 萬 | 0.00% | +5,606+31.9% | 加碼 |
| Citigroup Inc | 22,575 | $56.7 萬 | 0.00% | −1,106−4.7% | 減碼 |
| Capital Investment Advisors, LLC | 22,316 | $56.0 萬 | 0.02% | −941−4.0% | 減碼 |
| Cetera Advisors LLC | 22,180 | $55.7 萬 | 0.01% | +546+2.5% | 加碼 |
| First Financial Corp | 20,419 | $51.3 萬 | 0.34% | +1,326+6.9% | 加碼 |
| Davenport & Co LLC | 20,020 | $50.3 萬 | 0.00% | +1,017+5.4% | 加碼 |
| Cetera Advisor Networks LLC | 19,644 | $49.3 萬 | 0.01% | +7,372+60.1% | 加碼 |
| Envestnet Asset Management Inc | 19,201 | $48.2 萬 | 0.00% | +489+2.6% | 加碼 |
| NEXT Financial Group, Inc | 16,821 | $42.2 萬 | 0.03% | +1,191+7.6% | 加碼 |
| Wedbush Securities Inc | 16,510 | $41.5 萬 | 0.02% | +3,319+25.2% | 加碼 |
| Sit Investment Associates Inc | 16,200 | $40.7 萬 | 0.01% | −484−2.9% | 減碼 |
| Samalin Investment Counsel, LLC | 15,688 | $39.4 萬 | 0.26% | −1,688−9.7% | 減碼 |
| Kingsview Wealth Management, LLC | 15,648 | $39.2 萬 | 0.02% | +4,568+41.2% | 加碼 |
| Intellectus Partners, LLC | 14,677 | $36.9 萬 | 0.08% | +14,677 | 新進 |
| National Asset Management, Inc. | 14,132 | $35.5 萬 | 0.01% | +3,084+27.9% | 加碼 |
| Park Avenue Securities LLC | 14,092 | $35.4 萬 | 0.01% | −521−3.6% | 減碼 |
| Arete Wealth Advisors, LLC | 13,727 | $33.2 萬 | 0.05% | +1,882+15.9% | 加碼 |
| Kestra Advisory Services, LLC | 12,712 | $31.9 萬 | 0.00% | −113−0.9% | 減碼 |
| Oppenheimer & Co Inc | 11,873 | $29.9 萬 | 0.01% | +1,259+11.9% | 加碼 |
| Smith, Moore & Co. | 10,906 | $27.4 萬 | 0.04% | +10,906 | 新進 |
| Steward Partners Investment Advisory, LLC | 10,575 | $26.6 萬 | 0.00% | −3,216−23.3% | 減碼 |
| International Assets Investment Management, LLC | 10,197 | $25.6 萬 | 0.05% | −9,155−47.3% | 減碼 |
| Comerica Securities,inc. | 9,860 | $24.8 萬 | 0.02% | −250−2.5% | 減碼 |
| Western Wealth Management, LLC | 9,701 | $24.3 萬 | 0.02% | +9,701 | 新進 |
| Kestra Private Wealth Services, LLC | 9,617 | $24.1 萬 | 0.01% | +9,617 | 新進 |
| Jane Street Group, LLC | 9,559 | $24.0 萬 | 0.00% | +9,559 | 新進 |
| Lido Advisors, LLC | 9,166 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 9,039 | $22.7 萬 | 0.06% | −961−9.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 8,654 | $21.7 萬 | 0.05% | −415−4.6% | 減碼 |
| Advisory Services Network, LLC | 8,638 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 8,624 | $21.7 萬 | 0.01% | +5+0.1% | 加碼 |
| Sigma Planning Corp | 8,582 | $21.6 萬 | 0.01% | +8,582 | 新進 |
| Gill Capital Partners, LLC | 8,508 | $21.4 萬 | 0.10% | 00.0% | 不變 |
| We Are One Seven, LLC | 8,418 | $21.1 萬 | 0.03% | −432−4.9% | 減碼 |
| Fifth Third Bancorp | 8,314 | $20.9 萬 | 0.00% | +8,014+2,671.3% | 加碼 |
| Harbor Investment Advisory, LLC | 8,000 | $20.1 萬 | 0.03% | 00.0% | 不變 |
| NTV Asset Management LLC | 8,000 | $20.1 萬 | 0.04% | +8,000 | 新進 |
| American Portfolios Advisors | 6,933 | $17.4 萬 | 0.01% | +151+2.2% | 加碼 |
| AllSquare Wealth Management LLC | 4,500 | $11.3 萬 | 0.07% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,162 | $10.4 萬 | 0.01% | +61+1.5% | 加碼 |
| CWM, LLC | 3,038 | $7.60 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 2,855 | $7.20 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,797 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 2,823 | $7.00 萬 | 0.01% | +2,231+376.9% | 加碼 |
| Geneos Wealth Management Inc. | 2,025 | $5.00 萬 | 0.00% | −3,400−62.7% | 減碼 |
| City Holding Co | 2,000 | $5.00 萬 | 0.01% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 2,005 | $5.00 萬 | 0.02% | +28+1.4% | 加碼 |
| Cordasco Financial Network | 1,836 | $4.60 萬 | 0.03% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,478 | $3.70 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,000 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Monetary Management Group Inc | 1,000 | $2.50 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 922 | $2.30 萬 | 0.01% | +922 | 新進 |
| Castleview Partners, LLC | 905 | $2.30 萬 | 0.01% | +905 | 新進 |
| AdvisorNet Financial, Inc | 800 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 800 | $2.00 萬 | 0.00% | +800 | 新進 |