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 3 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2022/9/30 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 2 季 +2 家
- 持有股數
- 1,397 萬
- 較 2022 年第 2 季 −20.3 萬 (−1.4%)
- 總市值
- $2.32 億
- 較 2022 年第 2 季 −$3,316 萬 (−12.5%)
- 新進機構
- 12
- 另有 34 家加碼
- 清倉機構
- 10
- 另有 39 家減碼
另有 2 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 6,283,231 | $1.04 億 | 0.01% | −357,387−5.4% | 減碼 |
| Wells Fargo & Company | 922,823 | $1,530 萬 | 0.01% | −80,996−8.1% | 減碼 |
| Invesco Ltd. | 756,989 | $1,255 萬 | 0.00% | −7,153−0.9% | 減碼 |
| LPL Financial LLC | 497,749 | $825.3 萬 | 0.01% | −52,691−9.6% | 減碼 |
| Penserra Capital Management LLC | 482,212 | $794.0 萬 | 0.23% | +258,278+115.3% | 加碼 |
| Ameriprise Financial Inc | 456,443 | $756.6 萬 | 0.00% | +12,633+2.8% | 加碼 |
| Bank of America Corp | 451,826 | $749.2 萬 | 0.00% | +118,950+35.7% | 加碼 |
| Bramshill Investments, LLC | 412,555 | $684.0 萬 | 0.97% | −23,865−5.5% | 減碼 |
| Cohen & Steers, Inc. | 387,893 | $643.1 萬 | 0.01% | +31,685+8.9% | 加碼 |
| Royal Bank of Canada | 354,962 | $588.5 萬 | 0.00% | −15,813−4.3% | 減碼 |
| UBS Group AG | 311,776 | $516.9 萬 | 0.00% | −69,726−18.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 196,472 | $325.8 萬 | 0.21% | −12,792−6.1% | 減碼 |
| Sterneck Capital Management, LLC | 164,907 | $273.4 萬 | 1.93% | +1,901+1.2% | 加碼 |
| Peak Planning Group, LLC | 163,236 | $270.6 萬 | 2.51% | +7,013+4.5% | 加碼 |
| Advisor Group Holdings, Inc. | 127,069 | $210.7 萬 | 0.00% | −8,005−5.9% | 減碼 |
| Baird Financial Group, Inc. | 96,520 | $160.0 萬 | 0.00% | +3,283+3.5% | 加碼 |
| Stifel Financial Corp | 82,059 | $136.1 萬 | 0.00% | +3,469+4.4% | 加碼 |
| Fiera Capital Corp | 80,688 | $133.8 萬 | 0.00% | −198−0.2% | 減碼 |
| Truist Financial Corp | 79,398 | $131.6 萬 | 0.00% | −7,930−9.1% | 減碼 |
| IHT Wealth Management, LLC | 74,986 | $124.3 萬 | 0.09% | −3,645−4.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 63,528 | $105.3 萬 | 0.00% | −73,423−53.6% | 減碼 |
| FourThought Financial, LLC | 62,360 | $103.4 萬 | 0.15% | +3,341+5.7% | 加碼 |
| D.A. Davidson & Co. | 59,948 | $99.4 萬 | 0.01% | +15,553+35.0% | 加碼 |
| Raymond James & Associates | 58,627 | $97.2 萬 | 0.00% | −3,516−5.7% | 減碼 |
| Logan Stone Capital, LLC | 58,409 | $96.8 萬 | 0.64% | +58,409 | 新進 |
| Independent Financial Group, LLC | 58,275 | $96.6 萬 | 0.09% | +11,900+25.7% | 加碼 |
| Mathes Company, Inc. | 56,450 | $93.6 萬 | 0.52% | −1,500−2.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 56,401 | $93.5 萬 | 0.00% | +3,718+7.1% | 加碼 |
| Sowell Financial Services LLC | 48,010 | $79.6 萬 | 0.08% | +20,103+72.0% | 加碼 |
| Shaker Financial Services, LLC | 41,226 | $68.4 萬 | 0.34% | +41,226 | 新進 |
| Onyx Bridge Wealth Group LLC | 41,615 | $67.1 萬 | 0.31% | +4,837+13.2% | 加碼 |
| Icon Wealth Advisors, LLC | 38,938 | $64.6 萬 | 0.08% | +38,938 | 新進 |
| Rockefeller Capital Management L.P. | 38,507 | $63.8 萬 | 0.00% | −2,463−6.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 38,337 | $63.6 萬 | 0.08% | +15,854+70.5% | 加碼 |
| Centaurus Financial, Inc. | 37,497 | $62.2 萬 | 0.06% | +3,577+10.5% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 37,116 | $61.5 萬 | 0.25% | −3,678−9.0% | 減碼 |
| LexAurum Advisors, LLC | 36,278 | $60.1 萬 | 0.23% | −1,115−3.0% | 減碼 |
| Atria Wealth Solutions, Inc. | 35,330 | $58.6 萬 | 0.01% | +16,802+90.7% | 加碼 |
| Prospera Financial Services Inc | 31,169 | $51.7 萬 | 0.03% | 00.0% | 不變 |
| Delta Capital Management LLC | 30,960 | $51.3 萬 | 0.42% | −1,400−4.3% | 減碼 |
| RDA Financial Network | 30,893 | $51.2 萬 | 0.28% | +1,284+4.3% | 加碼 |
| First Financial Corp | 30,780 | $51.0 萬 | 0.34% | −1,665−5.1% | 減碼 |
| Commonwealth Equity Services, LLC | 30,488 | $50.5 萬 | 0.00% | +4,184+15.9% | 加碼 |
| Ameritas Advisory Services, LLC | 29,386 | $48.7 萬 | 0.03% | −1,152−3.8% | 減碼 |
| GWM Advisors LLC | 24,997 | $41.4 萬 | 0.01% | −3,897−13.5% | 減碼 |
| Samalin Investment Counsel, LLC | 24,940 | $41.3 萬 | 0.30% | −362−1.4% | 減碼 |
| Cooper Financial Group | 24,582 | $40.8 萬 | 0.15% | −7,011−22.2% | 減碼 |
| Spire Wealth Management | 24,423 | $40.5 萬 | 0.02% | −746−3.0% | 減碼 |
| Vista Investment Management | 22,784 | $37.8 萬 | 0.23% | −314−1.4% | 減碼 |
| Cetera Advisor Networks LLC | 21,950 | $36.4 萬 | 0.00% | +1,562+7.7% | 加碼 |
| Guggenheim Capital LLC | 21,781 | $36.1 萬 | 0.00% | +382+1.8% | 加碼 |
| Capital Investment Advisors, LLC | 20,732 | $34.4 萬 | 0.01% | +4,374+26.7% | 加碼 |
| Mariner, LLC | 20,755 | $34.4 萬 | 0.00% | +20,755 | 新進 |
| Janney Montgomery Scott LLC | 20,675 | $34.3 萬 | 0.00% | −504−2.4% | 減碼 |
| Envestnet Asset Management Inc | 20,266 | $33.6 萬 | 0.00% | +1,749+9.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 20,027 | $33.2 萬 | 0.00% | −357−1.8% | 減碼 |
| IFP Advisors, Inc | 14,861 | $32.6 萬 | 0.01% | −2,389−13.8% | 減碼 |
| Cetera Advisors LLC | 18,526 | $30.7 萬 | 0.01% | −776−4.0% | 減碼 |
| National Asset Management, Inc. | 16,418 | $27.3 萬 | 0.01% | −6,602−28.7% | 減碼 |
| Mercer Global Advisors Inc | 16,358 | $27.1 萬 | 0.00% | +3,929+31.6% | 加碼 |
| Kestra Advisory Services, LLC | 15,565 | $25.8 萬 | 0.00% | −722−4.4% | 減碼 |
| Armor Investment Advisors, LLC | 13,836 | $22.9 萬 | 0.16% | −4,387−24.1% | 減碼 |
| Davenport & Co LLC | 13,070 | $21.7 萬 | 0.00% | −6,100−31.8% | 減碼 |
| Kingsview Wealth Management, LLC | 13,110 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Intellectus Partners, LLC | 13,073 | $21.7 萬 | 0.08% | +2,105+19.2% | 加碼 |
| Wedbush Securities Inc | 12,860 | $21.3 萬 | 0.01% | +11+0.1% | 加碼 |
| Paragon Private Wealth Management, LLC | 12,464 | $19.8 萬 | 0.19% | −4,000−24.3% | 減碼 |
| American Portfolios Advisors | 11,524 | $19.1 萬 | 0.01% | −132−1.1% | 減碼 |
| Millennium Management LLC | 11,117 | $18.4 萬 | 0.00% | +11,117 | 新進 |
| HighTower Advisors, LLC | 10,454 | $17.3 萬 | 0.00% | −113−1.1% | 減碼 |
| Park Avenue Securities LLC | 10,391 | $17.2 萬 | 0.00% | −1,566−13.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 10,175 | $16.9 萬 | 0.01% | +101+1.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,021 | $16.6 萬 | 0.00% | +800+8.7% | 加碼 |
| JPMorgan Chase & Co | 5,218 | $8.70 萬 | 0.00% | +5,218 | 新進 |
| Harbor Investment Advisory, LLC | 4,500 | $7.50 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,544 | $7.40 萬 | 0.01% | +110+2.5% | 加碼 |
| First Horizon Advisors, Inc. | 3,600 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 3,500 | $5.80 萬 | 0.04% | 00.0% | 不變 |
| Castle Wealth Management LLC | 2,300 | $3.80 萬 | 0.02% | +2,300 | 新進 |
| City Holding Co | 2,000 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 1,903 | $3.20 萬 | 0.00% | +59+3.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 1,506 | $2.50 萬 | 0.00% | +500+49.7% | 加碼 |
| Anchor Investment Management, LLC | 1,375 | $2.28 萬 | 0.00% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 1,200 | $2.00 萬 | 0.00% | +1,200 | 新進 |
| The PNC Financial Services Group, Inc. | 1,000 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Strategic Asset Management, LLC | 1,000 | $1.70 萬 | 0.03% | 00.0% | 不變 |
| Gradient Investments LLC | 890 | $1.50 萬 | 0.00% | +600+206.9% | 加碼 |
| Geneos Wealth Management Inc. | 723 | $1.10 萬 | 0.00% | −5,183−87.8% | 減碼 |
| Larson Financial Group LLC | 675 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| MUFG Americas Holdings Corp | 650 | $1.10 萬 | 0.00% | +650 | 新進 |
| SOA Wealth Advisors, LLC. | 555 | $9,000 | 0.00% | +11+2.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 417 | $7,000 | 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 | $6,000 | 0.00% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 226 | $4,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 247 | $4,000 | 0.00% | +247 | 新進 |
| EverSource Wealth Advisors, LLC | 152 | $3,000 | 0.00% | +152 | 新進 |
| CWM, LLC | 126 | $2,000 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 13 | $0 | 0.00% | +13 | 新進 |