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 4 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2022/12/31 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
- 113
- 較 2022 年第 3 季 +16 家
- 持有股數
- 1,495 萬
- 較 2022 年第 3 季 +106.0 萬 (+7.6%)
- 總市值
- $2.52 億
- 較 2022 年第 3 季 +$2,185 萬 (+9.5%)
- 新進機構
- 30
- 另有 34 家加碼
- 清倉機構
- 14
- 另有 34 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 | $3.22 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 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 5,873,386 | $9,908 萬 | 0.01% | −409,845−6.5% | 減碼 |
| Wells Fargo & Company | 847,756 | $1,430 萬 | 0.00% | −75,067−8.1% | 減碼 |
| Invesco Ltd. | 833,425 | $1,406 萬 | 0.00% | +76,436+10.1% | 加碼 |
| LPL Financial LLC | 629,309 | $1,062 萬 | 0.01% | +131,560+26.4% | 加碼 |
| Penserra Capital Management LLC | 529,816 | $893.7 萬 | 0.20% | +47,604+9.9% | 加碼 |
| Bank of America Corp | 509,138 | $858.9 萬 | 0.00% | +57,312+12.7% | 加碼 |
| Ameriprise Financial Inc | 492,639 | $835.7 萬 | 0.00% | +36,196+7.9% | 加碼 |
| Cohen & Steers, Inc. | 433,119 | $730.7 萬 | 0.02% | +45,226+11.7% | 加碼 |
| Royal Bank of Canada | 415,140 | $700.3 萬 | 0.00% | +60,178+17.0% | 加碼 |
| Bramshill Investments, LLC | 398,088 | $671.6 萬 | 0.79% | −14,467−3.5% | 減碼 |
| Rivernorth Capital Management, LLC | 343,417 | $579.3 萬 | 0.26% | +343,417 | 新進 |
| UBS Group AG | 286,243 | $482.9 萬 | 0.00% | −25,533−8.2% | 減碼 |
| Karpus Management, Inc. | 264,252 | $445.8 萬 | 0.15% | +264,252 | 新進 |
| Sterneck Capital Management, LLC | 205,135 | $346.1 萬 | 2.30% | +40,228+24.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 168,534 | $284.3 萬 | 0.00% | +168,534 | 新進 |
| Peak Planning Group, LLC | 166,736 | $281.3 萬 | 2.47% | +3,500+2.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 159,330 | $268.8 萬 | 0.17% | −37,142−18.9% | 減碼 |
| Envestnet Asset Management Inc | 110,071 | $185.7 萬 | 0.00% | +89,805+443.1% | 加碼 |
| Petra Financial Advisors Inc | 103,965 | $175.4 萬 | 1.93% | +103,965 | 新進 |
| Centaurus Financial, Inc. | 98,307 | $165.8 萬 | 0.16% | +60,810+162.2% | 加碼 |
| Baird Financial Group, Inc. | 97,069 | $163.8 萬 | 0.00% | +549+0.6% | 加碼 |
| Park Avenue Securities LLC | 90,705 | $153.0 萬 | 0.03% | +80,314+772.9% | 加碼 |
| Advisor Group Holdings, Inc. | 89,734 | $151.4 萬 | 0.00% | −37,335−29.4% | 減碼 |
| Fiera Capital Corp | 85,306 | $143.9 萬 | 0.00% | +4,618+5.7% | 加碼 |
| Truist Financial Corp | 83,766 | $141.3 萬 | 0.00% | +4,368+5.5% | 加碼 |
| Relative Value Partners Group, LLC | 69,505 | $117.3 萬 | 0.08% | +69,505 | 新進 |
| Raymond James & Associates | 64,187 | $108.3 萬 | 0.00% | +5,560+9.5% | 加碼 |
| D.A. Davidson & Co. | 61,230 | $103.3 萬 | 0.01% | +1,282+2.1% | 加碼 |
| Independent Financial Group, LLC | 58,275 | $98.3 萬 | 0.08% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 57,621 | $97.2 萬 | 0.14% | +57,621 | 新進 |
| IHT Wealth Management, LLC | 52,765 | $89.0 萬 | 0.06% | −22,221−29.6% | 減碼 |
| Stifel Financial Corp | 51,349 | $86.6 萬 | 0.00% | −30,710−37.4% | 減碼 |
| Sowell Financial Services LLC | 47,510 | $80.7 萬 | 0.05% | −500−1.0% | 減碼 |
| Onyx Bridge Wealth Group LLC | 44,593 | $77.6 萬 | 0.32% | +2,978+7.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 43,661 | $73.7 萬 | 0.00% | −12,740−22.6% | 減碼 |
| Mathes Company, Inc. | 43,250 | $73.0 萬 | 0.37% | −13,200−23.4% | 減碼 |
| Millennium Management LLC | 42,741 | $72.1 萬 | 0.00% | +31,624+284.5% | 加碼 |
| Icon Wealth Advisors, LLC | 38,938 | $65.7 萬 | 0.08% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 37,532 | $63.3 萬 | 0.00% | −975−2.5% | 減碼 |
| Logan Stone Capital, LLC | 37,378 | $63.1 萬 | 0.24% | −21,031−36.0% | 減碼 |
| LexAurum Advisors, LLC | 36,268 | $61.2 萬 | 0.22% | −100.0% | 減碼 |
| Commonwealth Equity Services, LLC | 33,906 | $57.2 萬 | 0.00% | +3,418+11.2% | 加碼 |
| International Assets Investment Management, LLC | 33,369 | $56.3 萬 | 0.06% | +33,369 | 新進 |
| Atria Wealth Solutions, Inc. | 32,685 | $55.3 萬 | 0.01% | −2,645−7.5% | 減碼 |
| Prospera Financial Services Inc | 32,169 | $54.3 萬 | 0.03% | +1,000+3.2% | 加碼 |
| Delta Capital Management LLC | 30,860 | $52.1 萬 | 0.38% | −100−0.3% | 減碼 |
| RDA Financial Network | 30,839 | $52.0 萬 | 0.26% | −54−0.2% | 減碼 |
| Guggenheim Capital LLC | 30,188 | $50.9 萬 | 0.00% | +8,407+38.6% | 加碼 |
| First Financial Corp | 28,931 | $48.8 萬 | 0.30% | −1,849−6.0% | 減碼 |
| Ameritas Advisory Services, LLC | 27,695 | $46.7 萬 | 0.02% | −1,691−5.8% | 減碼 |
| Cooper Financial Group | 26,725 | $45.1 萬 | 0.14% | +2,143+8.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 26,383 | $44.5 萬 | 0.07% | −11,954−31.2% | 減碼 |
| Capital Investment Advisors, LLC | 25,203 | $42.5 萬 | 0.01% | +4,471+21.6% | 加碼 |
| Pekin Hardy Strauss, Inc. | 24,005 | $40.5 萬 | 0.06% | +24,005 | 新進 |
| Cetera Advisor Networks LLC | 21,929 | $37.0 萬 | 0.00% | −21−0.1% | 減碼 |
| Mariner, LLC | 20,668 | $34.9 萬 | 0.00% | −87−0.4% | 減碼 |
| Janney Montgomery Scott LLC | 19,036 | $32.1 萬 | 0.00% | −1,639−7.9% | 減碼 |
| Samalin Investment Counsel, LLC | 18,150 | $30.6 萬 | 0.19% | −6,790−27.2% | 減碼 |
| Cetera Advisors LLC | 18,131 | $30.6 萬 | 0.01% | −395−2.1% | 減碼 |
| Kestra Advisory Services, LLC | 18,126 | $30.6 萬 | 0.00% | +2,561+16.5% | 加碼 |
| National Asset Management, Inc. | 17,919 | $30.4 萬 | 0.01% | +1,501+9.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 17,777 | $30.0 萬 | 0.00% | −2,250−11.2% | 減碼 |
| Money Concepts Capital Corp | 17,507 | $29.5 萬 | 0.01% | +17,507 | 新進 |
| IFP Advisors, Inc | 12,510 | $27.3 萬 | 0.01% | −2,351−15.8% | 減碼 |
| GWM Advisors LLC | 27,530 | $25.4 萬 | 0.01% | +2,533+10.1% | 加碼 |
| Elequin Capital LP | 14,756 | $24.9 萬 | 0.07% | +14,756 | 新進 |
| Susquehanna International Group, LLP | 14,195 | $23.9 萬 | 0.00% | +14,195 | 新進 |
| Northwestern Mutual Wealth Management Co | 13,425 | $22.6 萬 | 0.00% | −50,103−78.9% | 減碼 |
| Intellectus Partners, LLC | 13,186 | $22.4 萬 | 0.08% | +113+0.9% | 加碼 |
| Kingsview Wealth Management, LLC | 13,110 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Vista Investment Management | 13,055 | $22.0 萬 | 0.13% | −9,729−42.7% | 減碼 |
| Paragon Private Wealth Management, LLC | 12,464 | $21.0 萬 | 0.19% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 12,332 | $20.8 萬 | 0.13% | −1,504−10.9% | 減碼 |
| Bokf, NA | 11,330 | $19.1 萬 | 0.00% | +11,330 | 新進 |
| Arete Wealth Advisors, LLC | 11,033 | $18.6 萬 | 0.02% | +11,033 | 新進 |
| Mercer Global Advisors Inc | 11,026 | $18.6 萬 | 0.00% | −5,332−32.6% | 減碼 |
| Integrated Capital Management, Inc. | 10,999 | $18.6 萬 | 0.17% | +10,999 | 新進 |
| Advisory Services Network, LLC | 10,941 | $18.5 萬 | 0.01% | +10,941 | 新進 |
| Kestra Private Wealth Services, LLC | 10,685 | $18.0 萬 | 0.01% | +510+5.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 10,521 | $17.7 萬 | 0.00% | +500+5.0% | 加碼 |
| Spire Wealth Management | 10,348 | $17.5 萬 | 0.01% | −14,075−57.6% | 減碼 |
| Claybrook Capital, LLC | 10,335 | $17.4 萬 | 0.11% | +10,335 | 新進 |
| Wolverine Asset Management LLC | 10,055 | $17.0 萬 | 0.00% | +10,055 | 新進 |
| Citigroup Inc | 8,252 | $13.9 萬 | 0.00% | +6,349+333.6% | 加碼 |
| CoreCap Advisors, LLC | 5,785 | $9.76 萬 | 0.01% | +5,785 | 新進 |
| Global Retirement Partners, LLC | 4,601 | $7.76 萬 | 0.01% | +57+1.3% | 加碼 |
| Harbor Investment Advisory, LLC | 4,500 | $7.59 萬 | 0.01% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 3,500 | $5.90 萬 | 0.04% | 00.0% | 不變 |
| Comerica Securities,inc. | 2,861 | $4.86 萬 | 0.00% | +2,861 | 新進 |
| Glass Jacobson Investment Advisors llc | 2,675 | $4.51 萬 | 0.02% | +2,675 | 新進 |
| Fifth Third Bancorp | 1,410 | $2.38 萬 | 0.00% | +1,410 | 新進 |
| Anchor Investment Management, LLC | 1,375 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,000 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 900 | $1.52 萬 | 0.00% | +900 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 800 | $1.30 萬 | 0.00% | +800 | 新進 |
| Larson Financial Group LLC | 675 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 595 | $1.00 萬 | 0.00% | −1,405−70.3% | 減碼 |
| SOA Wealth Advisors, LLC. | 566 | $9,554 | 0.00% | +11+2.0% | 加碼 |
| AdvisorNet Financial, Inc | 500 | $8,435 | 0.00% | +500 | 新進 |
| Lindbrook Capital, LLC | 500 | $8,435 | 0.00% | +500 | 新進 |