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。
2022 年第 1 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2022/3/31 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
- 101
- 較 2021 年第 4 季 −2 家
- 持有股數
- 1,417 萬
- 較 2021 年第 4 季 +66.2 萬 (+4.9%)
- 總市值
- $3.11 億
- 較 2021 年第 4 季 −$2,059 萬 (−6.2%)
- 新進機構
- 13
- 另有 44 家加碼
- 清倉機構
- 15
- 另有 29 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 5,104,366 | $1.12 億 | 0.02% | +416,786+8.9% | 加碼 |
| Parametric Portfolio Associates LLC | 1,722,625 | $3,788 萬 | 0.02% | +54,597+3.3% | 加碼 |
| Wells Fargo & Company | 925,047 | $2,034 萬 | 0.01% | −162,853−15.0% | 減碼 |
| Invesco Ltd. | 765,470 | $1,683 萬 | 0.00% | +84,569+12.4% | 加碼 |
| LPL Financial LLC | 551,505 | $1,213 萬 | 0.01% | −81,062−12.8% | 減碼 |
| Bramshill Investments, LLC | 454,406 | $999.2 萬 | 1.38% | +1,075+0.2% | 加碼 |
| Ameriprise Financial Inc | 446,900 | $983.7 萬 | 0.00% | +51,168+12.9% | 加碼 |
| Royal Bank of Canada | 368,002 | $809.2 萬 | 0.00% | +7,178+2.0% | 加碼 |
| Cohen & Steers, Inc. | 356,208 | $783.3 萬 | 0.01% | +5,000+1.4% | 加碼 |
| Bank of America Corp | 336,776 | $740.6 萬 | 0.00% | +14,025+4.3% | 加碼 |
| UBS Group AG | 280,306 | $616.5 萬 | 0.00% | +6,304+2.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 255,601 | $562.1 萬 | 0.30% | −18,618−6.8% | 減碼 |
| Penserra Capital Management LLC | 227,669 | $500.6 萬 | 0.12% | +96,306+73.3% | 加碼 |
| Sterneck Capital Management, LLC | 158,618 | $348.8 萬 | 2.09% | +45,939+40.8% | 加碼 |
| Advisor Group Holdings, Inc. | 141,843 | $312.0 萬 | 0.01% | −5,586−3.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 140,232 | $308.4 萬 | 0.00% | +44,915+47.1% | 加碼 |
| Baird Financial Group, Inc. | 95,530 | $210.1 萬 | 0.01% | −4,922−4.9% | 減碼 |
| Magnus Financial Group LLC | 87,796 | $193.1 萬 | 0.32% | +45,729+108.7% | 加碼 |
| Truist Financial Corp | 86,863 | $191.0 萬 | 0.00% | −2,461−2.8% | 減碼 |
| IHT Wealth Management, LLC | 80,724 | $177.5 萬 | 0.13% | +19,993+32.9% | 加碼 |
| Stifel Financial Corp | 79,109 | $174.0 萬 | 0.00% | +4,616+6.2% | 加碼 |
| Fiera Capital Corp | 66,293 | $145.8 萬 | 0.00% | +10,421+18.7% | 加碼 |
| Raymond James & Associates | 61,050 | $134.2 萬 | 0.00% | +2,810+4.8% | 加碼 |
| Rockefeller Capital Management L.P. | 60,082 | $132.1 萬 | 0.01% | −12,504−17.2% | 減碼 |
| Icon Wealth Partners, LLC | 59,406 | $130.6 萬 | 0.13% | −2,482−4.0% | 減碼 |
| Mathes Company, Inc. | 57,950 | $127.4 萬 | 0.49% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 53,783 | $118.3 萬 | 0.00% | −474−0.9% | 減碼 |
| FourThought Financial, LLC | 52,476 | $115.5 萬 | 0.15% | −277−0.5% | 減碼 |
| Menlo Advisors LLC | 47,250 | $103.9 萬 | 0.55% | 00.0% | 不變 |
| D.A. Davidson & Co. | 45,314 | $99.6 萬 | 0.01% | −447−1.0% | 減碼 |
| LexAurum Advisors, LLC | 36,893 | $81.1 萬 | 0.26% | 00.0% | 不變 |
| Cooper Financial Group | 36,426 | $80.1 萬 | 0.30% | +2,382+7.0% | 加碼 |
| Centaurus Financial, Inc. | 33,495 | $73.7 萬 | 0.06% | 00.0% | 不變 |
| First Financial Corp | 32,522 | $71.5 萬 | 0.43% | +5,250+19.3% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 32,468 | $71.4 萬 | 0.29% | +7,690+31.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 30,760 | $67.6 萬 | 0.00% | +804+2.7% | 加碼 |
| Ameritas Advisory Services, LLC | 30,266 | $66.6 萬 | 0.02% | +120.0% | 加碼 |
| Delta Capital Management LLC | 30,015 | $66.0 萬 | 0.44% | +270+0.9% | 加碼 |
| GWM Advisors LLC | 29,972 | $65.9 萬 | 0.01% | +6,987+30.4% | 加碼 |
| Prospera Financial Services Inc | 29,819 | $65.6 萬 | 0.03% | +3,857+14.9% | 加碼 |
| Commonwealth Equity Services, LLC | 29,245 | $64.3 萬 | 0.00% | +2,392+8.9% | 加碼 |
| RDA Financial Network | 28,949 | $63.7 萬 | 0.27% | −416−1.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 28,331 | $62.3 萬 | 0.01% | +28,331 | 新進 |
| Spire Wealth Management | 28,149 | $61.9 萬 | 0.02% | −2,760−8.9% | 減碼 |
| Onyx Bridge Wealth Group LLC | 30,517 | $61.2 萬 | 0.23% | −3,760−11.0% | 減碼 |
| Janney Montgomery Scott LLC | 27,694 | $60.9 萬 | 0.00% | −3,063−10.0% | 減碼 |
| Doliver Advisors, LP | 23,812 | $52.4 萬 | 0.17% | +23,812 | 新進 |
| Sowell Financial Services LLC | 27,920 | $52.1 萬 | 0.09% | −50.0% | 減碼 |
| National Asset Management, Inc. | 22,633 | $49.8 萬 | 0.02% | +2,283+11.2% | 加碼 |
| Armor Investment Advisors, LLC | 22,504 | $49.5 萬 | 0.28% | −1,726−7.1% | 減碼 |
| Cetera Advisor Networks LLC | 19,951 | $43.9 萬 | 0.01% | −52−0.3% | 減碼 |
| Samalin Investment Counsel, LLC | 19,924 | $43.8 萬 | 0.27% | +3,188+19.0% | 加碼 |
| Davenport & Co LLC | 19,620 | $43.1 萬 | 0.00% | −1,600−7.5% | 減碼 |
| Cetera Advisors LLC | 19,452 | $42.8 萬 | 0.01% | −85−0.4% | 減碼 |
| Wedbush Securities Inc | 17,672 | $38.9 萬 | 0.02% | +115+0.7% | 加碼 |
| IFP Advisors, Inc | 17,250 | $37.7 萬 | 0.00% | +17,250 | 新進 |
| Envestnet Asset Management Inc | 17,006 | $37.4 萬 | 0.00% | −929−5.2% | 減碼 |
| Bokf, NA | 15,101 | $33.2 萬 | 0.01% | +4,834+47.1% | 加碼 |
| Paragon Private Wealth Management, LLC | 16,854 | $32.7 萬 | 0.32% | 00.0% | 不變 |
| Guggenheim Capital LLC | 14,738 | $32.4 萬 | 0.00% | +4,758+47.7% | 加碼 |
| Sit Investment Associates Inc | 14,200 | $31.2 萬 | 0.01% | −2,000−12.3% | 減碼 |
| Kestra Advisory Services, LLC | 13,550 | $29.8 萬 | 0.00% | +2,276+20.2% | 加碼 |
| Kingsview Wealth Management, LLC | 13,110 | $28.8 萬 | 0.01% | −2,105−13.8% | 減碼 |
| Park Avenue Securities LLC | 12,851 | $28.3 萬 | 0.00% | −356−2.7% | 減碼 |
| Mercer Global Advisors Inc | 12,619 | $27.7 萬 | 0.00% | +484+4.0% | 加碼 |
| Arete Wealth Advisors, LLC | 11,779 | $25.9 萬 | 0.02% | −3,882−24.8% | 減碼 |
| Smith, Moore & Co. | 11,133 | $24.5 萬 | 0.03% | +210+1.9% | 加碼 |
| Sigma Planning Corp | 10,036 | $22.1 萬 | 0.01% | +1,055+11.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 9,966 | $21.9 萬 | 0.01% | +92+0.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 9,867 | $21.7 萬 | 0.00% | +843+9.3% | 加碼 |
| Money Concepts Capital Corp | 9,790 | $21.5 萬 | 0.01% | +9,790 | 新進 |
| Western Wealth Management, LLC | 9,702 | $21.4 萬 | 0.01% | +9,702 | 新進 |
| American Portfolios Advisors | 9,663 | $21.2 萬 | 0.01% | +422+4.6% | 加碼 |
| HB Wealth Management, LLC | 9,460 | $20.8 萬 | 0.00% | +9,460 | 新進 |
| Lido Advisors, LLC | 9,364 | $20.5 萬 | 0.00% | −10.0% | 減碼 |
| International Assets Investment Management, LLC | 9,155 | $20.1 萬 | 0.04% | −463−4.8% | 減碼 |
| HighTower Advisors, LLC | 9,053 | $20.0 萬 | 0.00% | +9,053 | 新進 |
| Steward Partners Investment Advisory, LLC | 8,275 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 6,172 | $13.6 萬 | 0.11% | +2,156+53.7% | 加碼 |
| Geneos Wealth Management Inc. | 5,906 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 4,500 | $9.90 萬 | 0.06% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 4,500 | $9.90 萬 | 0.01% | +4,500 | 新進 |
| Global Retirement Partners, LLC | 4,405 | $8.30 萬 | 0.01% | +124+2.9% | 加碼 |
| Global Trust Asset Management, LLC | 2,093 | $4.60 萬 | 0.02% | +32+1.6% | 加碼 |
| City Holding Co | 2,000 | $4.40 萬 | 0.01% | 00.0% | 不變 |
| Cordasco Financial Network | 1,836 | $4.00 萬 | 0.03% | 00.0% | 不變 |
| Citigroup Inc | 1,805 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,375 | $3.02 萬 | 0.00% | +1,000+266.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,000 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 1,000 | $2.20 萬 | 0.03% | +1,000 | 新進 |
| AdvisorNet Financial, Inc | 800 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| TCWP LLC | 835 | $1.80 萬 | 0.00% | +835 | 新進 |
| SOA Wealth Advisors, LLC. | 533 | $1.10 萬 | 0.00% | +9+1.7% | 加碼 |
| Huntington National Bank | 400 | $9,000 | 0.00% | −400−50.0% | 減碼 |
| US Bancorp | 397 | $9,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 401 | $9,000 | 0.00% | +7+1.8% | 加碼 |
| Gradient Investments LLC | 290 | $6,000 | 0.00% | −238−45.1% | 減碼 |
| Larson Financial Group LLC | 255 | $6,000 | 0.00% | 00.0% | 不變 |
| FMR LLC | 251 | $5,000 | 0.00% | +251 | 新進 |
| Joseph P. Lucia & Associates, LLC | 135 | $3,000 | 0.00% | +135 | 新進 |