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 2 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2022/6/30 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
- 100
- 較 2022 年第 1 季 0 家
- 持有股數
- 1,421 萬
- 較 2022 年第 1 季 +176.3 萬 (+14.2%)
- 總市值
- $2.66 億
- 較 2022 年第 1 季 −$804.3 萬 (−2.9%)
- 新進機構
- 14
- 另有 33 家加碼
- 清倉機構
- 14
- 另有 35 家減碼
另有 1 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 6,640,618 | $1.24 億 | 0.02% | +1,536,252+30.1% | 加碼 |
| Wells Fargo & Company | 1,003,819 | $1,875 萬 | 0.01% | +78,772+8.5% | 加碼 |
| Invesco Ltd. | 764,142 | $1,427 萬 | 0.00% | −1,328−0.2% | 減碼 |
| LPL Financial LLC | 550,440 | $1,028 萬 | 0.01% | −1,065−0.2% | 減碼 |
| Ameriprise Financial Inc | 443,810 | $828.5 萬 | 0.00% | −3,090−0.7% | 減碼 |
| Bramshill Investments, LLC | 436,420 | $815.2 萬 | 0.97% | −17,986−4.0% | 減碼 |
| UBS Group AG | 381,502 | $712.7 萬 | 0.00% | +101,196+36.1% | 加碼 |
| Royal Bank of Canada | 370,775 | $692.6 萬 | 0.00% | +2,773+0.8% | 加碼 |
| Cohen & Steers, Inc. | 356,208 | $665.4 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 332,876 | $621.8 萬 | 0.00% | −3,900−1.2% | 減碼 |
| Penserra Capital Management LLC | 223,934 | $418.3 萬 | 0.11% | −3,735−1.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 209,264 | $390.9 萬 | 0.24% | −46,337−18.1% | 減碼 |
| Sterneck Capital Management, LLC | 163,006 | $304.5 萬 | 2.04% | +4,388+2.8% | 加碼 |
| Peak Planning Group, LLC | 156,223 | $291.8 萬 | 2.45% | +156,223 | 新進 |
| Northwestern Mutual Wealth Management Co | 136,951 | $255.8 萬 | 0.00% | −3,281−2.3% | 減碼 |
| Advisor Group Holdings, Inc. | 135,074 | $252.3 萬 | 0.01% | −6,769−4.8% | 減碼 |
| Baird Financial Group, Inc. | 93,237 | $174.2 萬 | 0.00% | −2,293−2.4% | 減碼 |
| Truist Financial Corp | 87,328 | $163.1 萬 | 0.00% | +465+0.5% | 加碼 |
| Magnus Financial Group LLC | 85,079 | $158.9 萬 | 0.29% | −2,717−3.1% | 減碼 |
| Fiera Capital Corp | 80,886 | $151.1 萬 | 0.00% | +14,593+22.0% | 加碼 |
| IHT Wealth Management, LLC | 78,631 | $146.9 萬 | 0.13% | −2,093−2.6% | 減碼 |
| Stifel Financial Corp | 78,590 | $146.8 萬 | 0.00% | −519−0.7% | 減碼 |
| Raymond James & Associates | 62,143 | $116.1 萬 | 0.00% | +1,093+1.8% | 加碼 |
| FourThought Financial, LLC | 59,019 | $110.2 萬 | 0.16% | +6,543+12.5% | 加碼 |
| Mathes Company, Inc. | 57,950 | $108.3 萬 | 0.53% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 52,683 | $98.4 萬 | 0.00% | −1,100−2.0% | 減碼 |
| Independent Financial Group, LLC | 46,375 | $86.6 萬 | 0.09% | +46,375 | 新進 |
| D.A. Davidson & Co. | 44,395 | $82.9 萬 | 0.01% | −919−2.0% | 減碼 |
| Icon Wealth Partners, LLC | 43,994 | $82.2 萬 | 0.10% | −15,412−25.9% | 減碼 |
| Rockefeller Capital Management L.P. | 40,970 | $76.5 萬 | 0.00% | −19,112−31.8% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 40,794 | $76.2 萬 | 0.34% | +8,326+25.6% | 加碼 |
| LexAurum Advisors, LLC | 37,393 | $69.9 萬 | 0.26% | +500+1.4% | 加碼 |
| Onyx Bridge Wealth Group LLC | 36,778 | $69.3 萬 | 0.31% | +6,261+20.5% | 加碼 |
| Arete Wealth Advisors, LLC | 34,083 | $63.5 萬 | 0.06% | +22,304+189.4% | 加碼 |
| Centaurus Financial, Inc. | 33,920 | $63.4 萬 | 0.06% | +425+1.3% | 加碼 |
| First Financial Corp | 32,445 | $60.6 萬 | 0.40% | −77−0.2% | 減碼 |
| Delta Capital Management LLC | 32,360 | $60.4 萬 | 0.45% | +2,345+7.8% | 加碼 |
| Cooper Financial Group | 31,593 | $59.0 萬 | 0.21% | −4,833−13.3% | 減碼 |
| Prospera Financial Services Inc | 31,169 | $58.2 萬 | 0.03% | +1,350+4.5% | 加碼 |
| Ameritas Advisory Services, LLC | 30,538 | $57.0 萬 | 0.03% | +272+0.9% | 加碼 |
| RDA Financial Network | 29,609 | $55.3 萬 | 0.28% | +660+2.3% | 加碼 |
| GWM Advisors LLC | 28,894 | $54.0 萬 | 0.01% | −1,078−3.6% | 減碼 |
| Sowell Financial Services LLC | 27,907 | $52.1 萬 | 0.05% | −130.0% | 減碼 |
| Commonwealth Equity Services, LLC | 26,304 | $49.1 萬 | 0.00% | −2,941−10.1% | 減碼 |
| Samalin Investment Counsel, LLC | 25,302 | $47.3 萬 | 0.33% | +5,378+27.0% | 加碼 |
| Spire Wealth Management | 25,169 | $47.0 萬 | 0.02% | −2,980−10.6% | 減碼 |
| National Asset Management, Inc. | 23,020 | $43.1 萬 | 0.02% | +387+1.7% | 加碼 |
| Vista Investment Management | 23,098 | $43.1 萬 | 0.26% | +23,098 | 新進 |
| Landscape Capital Management, L.L.C. | 22,483 | $42.0 萬 | 0.06% | +22,483 | 新進 |
| Guggenheim Capital LLC | 21,399 | $40.0 萬 | 0.00% | +6,661+45.2% | 加碼 |
| Janney Montgomery Scott LLC | 21,179 | $38.6 萬 | 0.00% | −6,515−23.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 20,384 | $38.1 萬 | 0.00% | −10,376−33.7% | 減碼 |
| Cetera Advisor Networks LLC | 20,388 | $38.1 萬 | 0.00% | +437+2.2% | 加碼 |
| IFP Advisors, Inc | 17,250 | $37.7 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisors LLC | 19,302 | $36.1 萬 | 0.01% | −150−0.8% | 減碼 |
| Davenport & Co LLC | 19,170 | $35.8 萬 | 0.00% | −450−2.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 18,528 | $34.6 萬 | 0.01% | −9,803−34.6% | 減碼 |
| Envestnet Asset Management Inc | 18,517 | $34.6 萬 | 0.00% | +1,511+8.9% | 加碼 |
| Armor Investment Advisors, LLC | 18,223 | $34.0 萬 | 0.22% | −4,281−19.0% | 減碼 |
| Paragon Private Wealth Management, LLC | 16,464 | $30.8 萬 | 0.33% | −390−2.3% | 減碼 |
| Capital Investment Advisors, LLC | 16,358 | $30.6 萬 | 0.01% | +16,358 | 新進 |
| Kestra Advisory Services, LLC | 16,287 | $30.4 萬 | 0.00% | +2,737+20.2% | 加碼 |
| Bokf, NA | 15,101 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Sit Investment Associates Inc | 14,200 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 13,110 | $24.5 萬 | 0.01% | 00.0% | 不變 |
| Wedbush Securities Inc | 12,849 | $24.0 萬 | 0.01% | −4,823−27.3% | 減碼 |
| Mercer Global Advisors Inc | 12,429 | $23.2 萬 | 0.00% | −190−1.5% | 減碼 |
| Park Avenue Securities LLC | 11,957 | $22.3 萬 | 0.00% | −894−7.0% | 減碼 |
| American Portfolios Advisors | 11,656 | $21.8 萬 | 0.01% | +1,993+20.6% | 加碼 |
| Intellectus Partners, LLC | 10,968 | $20.5 萬 | 0.07% | +10,968 | 新進 |
| HighTower Advisors, LLC | 10,567 | $19.7 萬 | 0.00% | +1,514+16.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 10,074 | $18.8 萬 | 0.01% | +108+1.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 9,221 | $17.2 萬 | 0.00% | +946+11.4% | 加碼 |
| Geneos Wealth Management Inc. | 5,906 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 5,785 | $10.8 萬 | 0.01% | +5,785 | 新進 |
| Harbor Investment Advisory, LLC | 4,500 | $8.40 萬 | 0.01% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 4,477 | $8.40 萬 | 0.01% | +4,477 | 新進 |
| Global Retirement Partners, LLC | 4,434 | $8.30 萬 | 0.01% | +29+0.7% | 加碼 |
| First Horizon Advisors, Inc. | 3,600 | $6.70 萬 | 0.00% | +3,600 | 新進 |
| AllSquare Wealth Management LLC | 3,500 | $6.50 萬 | 0.04% | −1,000−22.2% | 減碼 |
| City Holding Co | 2,000 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 2,000 | $3.70 萬 | 0.01% | +2,000 | 新進 |
| Citigroup Inc | 1,844 | $3.40 萬 | 0.00% | +39+2.2% | 加碼 |
| Cordasco Financial Network | 1,836 | $3.40 萬 | 0.02% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,375 | $2.57 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,000 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 1,000 | $1.90 萬 | 0.03% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 1,006 | $1.90 萬 | 0.00% | +1,006 | 新進 |
| AdvisorNet Financial, Inc | 800 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 675 | $1.30 萬 | 0.00% | +420+164.7% | 加碼 |
| SOA Wealth Advisors, LLC. | 544 | $1.00 萬 | 0.00% | +11+2.1% | 加碼 |
| CX Institutional | 500 | $9,000 | 0.00% | +500 | 新進 |
| GPS Wealth Strategies Group, LLC | 409 | $8,000 | 0.00% | +8+2.0% | 加碼 |
| US Bancorp | 397 | $7,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 400 | $7,000 | 0.00% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 365 | $7,000 | 0.00% | +365 | 新進 |
| Gradient Investments LLC | 290 | $5,000 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 226 | $4,000 | 0.00% | −1,867−89.2% | 減碼 |
| Joseph P. Lucia & Associates, LLC | 135 | $3,000 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 126 | $2,000 | 0.00% | +126 | 新進 |