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 4 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2021/12/31 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
- 105
- 較 2021 年第 3 季 −4 家
- 持有股數
- 1,366 萬
- 較 2021 年第 3 季 +44.6 萬 (+3.4%)
- 總市值
- $3.36 億
- 較 2021 年第 3 季 +$513.2 萬 (+1.6%)
- 新進機構
- 16
- 另有 52 家加碼
- 清倉機構
- 20
- 另有 25 家減碼
另有 1 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 | $3.08 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 | $3.03 億 |
| 2023 年第 4 季 | 118 | $2.76 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 | $2.40 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,687,580 | $1.15 億 | 0.01% | +205,244+4.6% | 加碼 |
| Parametric Portfolio Associates LLC | 1,668,028 | $4,093 萬 | 0.02% | +19,289+1.2% | 加碼 |
| Wells Fargo & Company | 1,087,900 | $2,670 萬 | 0.01% | +73,708+7.3% | 加碼 |
| Invesco Ltd. | 680,901 | $1,671 萬 | 0.00% | +3,780+0.6% | 加碼 |
| LPL Financial LLC | 632,567 | $1,552 萬 | 0.01% | +176,002+38.5% | 加碼 |
| Bramshill Investments, LLC | 453,331 | $1,113 萬 | 1.09% | −79,426−14.9% | 減碼 |
| Ameriprise Financial Inc | 395,732 | $985.8 萬 | 0.00% | +19,892+5.3% | 加碼 |
| Royal Bank of Canada | 360,824 | $885.5 萬 | 0.00% | −1,299−0.4% | 減碼 |
| Cohen & Steers, Inc. | 351,208 | $861.9 萬 | 0.01% | +10,000+2.9% | 加碼 |
| Bank of America Corp | 322,751 | $792.0 萬 | 0.00% | +4,254+1.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 274,219 | $672.9 萬 | 0.33% | −22,195−7.5% | 減碼 |
| UBS Group AG | 274,002 | $672.4 萬 | 0.00% | +4,141+1.5% | 加碼 |
| Advisor Group Holdings, Inc. | 147,429 | $361.8 萬 | 0.01% | +12,793+9.5% | 加碼 |
| Penserra Capital Management LLC | 131,363 | $322.3 萬 | 0.07% | +1,815+1.4% | 加碼 |
| Peak Planning Group, LLC | 130,328 | $319.8 萬 | 2.36% | +10,901+9.1% | 加碼 |
| Sterneck Capital Management, LLC | 112,679 | $276.5 萬 | 1.64% | +508+0.5% | 加碼 |
| Baird Financial Group, Inc. | 100,452 | $246.5 萬 | 0.01% | +1,632+1.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 95,317 | $233.9 萬 | 0.00% | +919+1.0% | 加碼 |
| Truist Financial Corp | 89,324 | $219.2 萬 | 0.00% | −5,742−6.0% | 減碼 |
| Stifel Financial Corp | 74,493 | $182.8 萬 | 0.00% | +1,152+1.6% | 加碼 |
| Rockefeller Capital Management L.P. | 72,586 | $178.1 萬 | 0.01% | +4,850+7.2% | 加碼 |
| Icon Wealth Partners, LLC | 61,888 | $151.9 萬 | 0.15% | +160.0% | 加碼 |
| IHT Wealth Management, LLC | 60,731 | $149.0 萬 | 0.11% | +3,096+5.4% | 加碼 |
| Raymond James & Associates | 58,240 | $142.9 萬 | 0.00% | +3,480+6.4% | 加碼 |
| Mathes Company, Inc. | 57,950 | $142.2 萬 | 0.49% | +2,000+3.6% | 加碼 |
| Fiera Capital Corp | 55,872 | $137.1 萬 | 0.00% | +1,361+2.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 54,257 | $133.1 萬 | 0.00% | +3,094+6.0% | 加碼 |
| FourThought Financial, LLC | 52,753 | $129.5 萬 | 0.16% | −3,087−5.5% | 減碼 |
| Menlo Advisors LLC | 47,250 | $115.9 萬 | 0.58% | +500+1.1% | 加碼 |
| D.A. Davidson & Co. | 45,761 | $112.3 萬 | 0.01% | +5,779+14.5% | 加碼 |
| Magnus Financial Group LLC | 42,067 | $103.2 萬 | 0.20% | +157+0.4% | 加碼 |
| LexAurum Advisors, LLC | 36,893 | $90.5 萬 | 0.29% | 00.0% | 不變 |
| Castleview Partners, LLC | 22,208 | $90.5 萬 | 0.01% | +22,208 | 新進 |
| Onyx Bridge Wealth Group LLC | 34,277 | $84.7 萬 | 0.29% | −195−0.6% | 減碼 |
| Cooper Financial Group | 34,044 | $83.5 萬 | 0.32% | +5,262+18.3% | 加碼 |
| Centaurus Financial, Inc. | 33,495 | $82.2 萬 | 0.06% | −453−1.3% | 減碼 |
| Spire Wealth Management | 30,909 | $75.9 萬 | 0.02% | −2,027−6.2% | 減碼 |
| Janney Montgomery Scott LLC | 30,757 | $75.5 萬 | 0.00% | +9,478+44.5% | 加碼 |
| Ameritas Advisory Services, LLC | 30,254 | $74.2 萬 | 0.03% | +30,254 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 29,956 | $73.5 萬 | 0.00% | +2,260+8.2% | 加碼 |
| Delta Capital Management LLC | 29,745 | $73.0 萬 | 0.41% | +325+1.1% | 加碼 |
| RDA Financial Network | 29,365 | $72.1 萬 | 0.29% | −1,754−5.6% | 減碼 |
| Sowell Financial Services LLC | 27,925 | $68.9 萬 | 0.04% | −10.0% | 減碼 |
| First Financial Corp | 27,272 | $66.9 萬 | 0.41% | +3,132+13.0% | 加碼 |
| Commonwealth Equity Services, LLC | 26,853 | $65.8 萬 | 0.00% | +101+0.4% | 加碼 |
| Prospera Financial Services Inc | 25,962 | $63.7 萬 | 0.03% | +3,114+13.6% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 24,778 | $60.8 萬 | 0.23% | +24,778 | 新進 |
| Armor Investment Advisors, LLC | 24,230 | $59.5 萬 | 0.34% | −1,200−4.7% | 減碼 |
| GWM Advisors LLC | 22,985 | $56.4 萬 | 0.01% | +8,927+63.5% | 加碼 |
| Davenport & Co LLC | 21,220 | $52.1 萬 | 0.00% | +1,200+6.0% | 加碼 |
| National Asset Management, Inc. | 20,350 | $50.0 萬 | 0.01% | +469+2.4% | 加碼 |
| Cetera Advisor Networks LLC | 20,003 | $49.1 萬 | 0.01% | +359+1.8% | 加碼 |
| Cetera Advisors LLC | 19,537 | $47.9 萬 | 0.01% | −2,643−11.9% | 減碼 |
| NEXT Financial Group, Inc | 18,025 | $44.2 萬 | 0.03% | +1,040+6.1% | 加碼 |
| Envestnet Asset Management Inc | 17,935 | $44.0 萬 | 0.00% | +937+5.5% | 加碼 |
| Wedbush Securities Inc | 17,557 | $43.1 萬 | 0.02% | +509+3.0% | 加碼 |
| Paragon Private Wealth Management, LLC | 16,854 | $41.4 萬 | 0.37% | +16,854 | 新進 |
| Samalin Investment Counsel, LLC | 16,736 | $41.1 萬 | 0.25% | +615+3.8% | 加碼 |
| OTA Financial Group L.P. | 16,697 | $40.9 萬 | 0.28% | +16,697 | 新進 |
| Sit Investment Associates Inc | 16,200 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 15,661 | $38.6 萬 | 0.03% | −1,066−6.4% | 減碼 |
| Kingsview Wealth Management, LLC | 15,215 | $37.3 萬 | 0.02% | −433−2.8% | 減碼 |
| Park Avenue Securities LLC | 13,207 | $32.4 萬 | 0.01% | −158−1.2% | 減碼 |
| Mercer Global Advisors Inc | 12,135 | $29.8 萬 | 0.00% | −191−1.5% | 減碼 |
| Kestra Advisory Services, LLC | 11,274 | $27.7 萬 | 0.00% | −2,109−15.8% | 減碼 |
| Smith, Moore & Co. | 10,923 | $26.8 萬 | 0.04% | +9+0.1% | 加碼 |
| Bokf, NA | 10,267 | $25.2 萬 | 0.00% | −49−0.5% | 減碼 |
| Guggenheim Capital LLC | 9,980 | $24.5 萬 | 0.00% | +9,980 | 新進 |
| Fifth Third Bancorp | 9,930 | $24.4 萬 | 0.00% | +9,630+3,210.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 9,874 | $24.2 萬 | 0.01% | +31+0.3% | 加碼 |
| International Assets Investment Management, LLC | 9,618 | $23.6 萬 | 0.04% | −646−6.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 9,549 | $23.4 萬 | 0.03% | +9,549 | 新進 |
| Lido Advisors, LLC | 9,365 | $22.9 萬 | 0.00% | +10.0% | 加碼 |
| Susquehanna International Group, LLP | 9,281 | $22.8 萬 | 0.00% | +9,281 | 新進 |
| American Portfolios Advisors | 9,241 | $22.7 萬 | 0.01% | −14−0.2% | 減碼 |
| Capital Investment Advisors, LLC | 9,139 | $22.4 萬 | 0.01% | −13,684−60.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 9,024 | $22.1 萬 | 0.00% | +400+4.6% | 加碼 |
| Sigma Planning Corp | 8,981 | $22.0 萬 | 0.01% | −51−0.6% | 減碼 |
| Gill Capital Partners, LLC | 8,508 | $20.9 萬 | 0.09% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 8,275 | $20.3 萬 | 0.00% | −800−8.8% | 減碼 |
| CoreCap Advisors, LLC | 7,185 | $17.6 萬 | 0.01% | +7,185 | 新進 |
| Geneos Wealth Management Inc. | 5,906 | $14.4 萬 | 0.01% | +3,881+191.7% | 加碼 |
| AllSquare Wealth Management LLC | 4,500 | $11.0 萬 | 0.06% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,281 | $10.5 萬 | 0.08% | +61+1.4% | 加碼 |
| Future Financial Wealth Managment LLC | 4,016 | $9.90 萬 | 0.08% | +4,016 | 新進 |
| FSB Premier Wealth Management, Inc. | 3,509 | $8.60 萬 | 0.04% | +3,509 | 新進 |
| CWM, LLC | 2,127 | $5.20 萬 | 0.00% | +2,127 | 新進 |
| Global Trust Asset Management, LLC | 2,061 | $5.10 萬 | 0.02% | +29+1.4% | 加碼 |
| Cordasco Financial Network | 1,836 | $4.50 萬 | 0.03% | 00.0% | 不變 |
| Citigroup Inc | 1,805 | $4.40 萬 | 0.00% | −3,324−64.8% | 減碼 |
| City Holding Co | 2,000 | $4.30 萬 | 0.01% | 00.0% | 不變 |
| Albion Financial Group | 1,226 | $3.00 萬 | 0.00% | +1,226 | 新進 |
| 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 |
| Huntington National Bank | 800 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 800 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 804 | $1.90 萬 | 0.00% | +804 | 新進 |
| Gradient Investments LLC | 528 | $1.30 萬 | 0.00% | +238+82.1% | 加碼 |
| SOA Wealth Advisors, LLC. | 524 | $1.20 萬 | 0.00% | +8+1.6% | 加碼 |
| US Bancorp | 397 | $1.00 萬 | 0.00% | −2,400−85.8% | 減碼 |