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。
2023 年第 1 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2023/3/31 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
- 110
- 較 2022 年第 4 季 +1 家
- 持有股數
- 1,519 萬
- 較 2022 年第 4 季 +33.1 萬 (+2.2%)
- 總市值
- $2.40 億
- 較 2022 年第 4 季 −$1,102 萬 (−4.4%)
- 新進機構
- 15
- 另有 29 家加碼
- 清倉機構
- 14
- 另有 41 家減碼
另有 4 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 6,561,578 | $1.04 億 | 0.01% | +688,192+11.7% | 加碼 |
| Wells Fargo & Company | 837,198 | $1,321 萬 | 0.00% | −10,558−1.2% | 減碼 |
| Invesco Ltd. | 775,720 | $1,224 萬 | 0.00% | −57,705−6.9% | 減碼 |
| Karpus Management, Inc. | 685,644 | $1,082 萬 | 0.34% | +421,392+159.5% | 加碼 |
| LPL Financial LLC | 628,258 | $991.4 萬 | 0.01% | −1,051−0.2% | 減碼 |
| Ameriprise Financial Inc | 529,715 | $827.9 萬 | 0.00% | +37,076+7.5% | 加碼 |
| Bank of America Corp | 504,562 | $796.2 萬 | 0.00% | −4,576−0.9% | 減碼 |
| Penserra Capital Management LLC | 468,229 | $733.8 萬 | 0.15% | −61,587−11.6% | 減碼 |
| Cohen & Steers, Inc. | 427,019 | $673.8 萬 | 0.01% | −6,100−1.4% | 減碼 |
| Royal Bank of Canada | 364,365 | $574.9 萬 | 0.00% | −50,775−12.2% | 減碼 |
| Sterneck Capital Management, LLC | 205,135 | $323.7 萬 | 2.04% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 200,934 | $317.1 萬 | 0.01% | +32,400+19.2% | 加碼 |
| Peak Planning Group, LLC | 174,141 | $274.8 萬 | 2.23% | +7,405+4.4% | 加碼 |
| Advisor Group Holdings, Inc. | 143,566 | $226.5 萬 | 0.00% | +53,832+60.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 143,271 | $226.1 萬 | 0.14% | −16,059−10.1% | 減碼 |
| UBS Group AG | 118,699 | $187.3 萬 | 0.00% | −167,544−58.5% | 減碼 |
| Envestnet Asset Management Inc | 103,693 | $163.6 萬 | 0.00% | −6,378−5.8% | 減碼 |
| Petra Financial Advisors Inc | 103,515 | $163.3 萬 | 1.62% | −450−0.4% | 減碼 |
| Baird Financial Group, Inc. | 99,288 | $156.7 萬 | 0.00% | +2,219+2.3% | 加碼 |
| Centaurus Financial, Inc. | 94,597 | $149.3 萬 | 0.12% | −3,710−3.8% | 減碼 |
| Shaker Financial Services, LLC | 93,683 | $147.8 萬 | 0.65% | +93,683 | 新進 |
| Consolidated Portfolio Review Corp | 88,147 | $139.1 萬 | 0.38% | +88,147 | 新進 |
| D.A. Davidson & Co. | 87,831 | $138.6 萬 | 0.02% | +26,601+43.4% | 加碼 |
| Park Avenue Securities LLC | 87,296 | $137.8 萬 | 0.02% | −3,409−3.8% | 減碼 |
| Fiera Capital Corp | 83,633 | $132.0 萬 | 0.00% | −1,673−2.0% | 減碼 |
| Truist Financial Corp | 81,892 | $129.2 萬 | 0.00% | −1,874−2.2% | 減碼 |
| HighTower Advisors, LLC | 80,969 | $128.1 萬 | 0.00% | +80,969 | 新進 |
| Relative Value Partners Group, LLC | 69,505 | $109.7 萬 | 0.07% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 65,882 | $104.0 萬 | 0.14% | +8,261+14.3% | 加碼 |
| Raymond James & Associates | 65,374 | $103.2 萬 | 0.00% | +1,187+1.8% | 加碼 |
| Stifel Financial Corp | 55,076 | $86.9 萬 | 0.00% | +3,727+7.3% | 加碼 |
| Independent Financial Group, LLC | 54,775 | $86.4 萬 | 0.07% | −3,500−6.0% | 減碼 |
| Sowell Financial Services LLC | 52,436 | $82.7 萬 | 0.06% | +4,926+10.4% | 加碼 |
| Onyx Bridge Wealth Group LLC | 48,600 | $76.7 萬 | 0.31% | +4,007+9.0% | 加碼 |
| Rockefeller Capital Management L.P. | 45,831 | $72.3 萬 | 0.00% | +8,299+22.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 44,737 | $70.6 萬 | 0.00% | +1,076+2.5% | 加碼 |
| IHT Wealth Management, LLC | 43,727 | $69.0 萬 | 0.04% | −9,038−17.1% | 減碼 |
| Guggenheim Capital LLC | 40,001 | $63.1 萬 | 0.01% | +9,813+32.5% | 加碼 |
| Icon Wealth Partners, LLC | 38,938 | $61.4 萬 | 0.07% | +38,938 | 新進 |
| Atria Wealth Solutions, Inc. | 35,991 | $56.8 萬 | 0.01% | +3,306+10.1% | 加碼 |
| LexAurum Advisors, LLC | 34,768 | $54.9 萬 | 0.18% | −1,500−4.1% | 減碼 |
| Prospera Financial Services Inc | 32,774 | $51.7 萬 | 0.02% | +605+1.9% | 加碼 |
| Commonwealth Equity Services, LLC | 31,903 | $50.3 萬 | 0.00% | −2,003−5.9% | 減碼 |
| Delta Capital Management LLC | 30,860 | $48.7 萬 | 0.34% | 00.0% | 不變 |
| RDA Financial Network | 30,839 | $48.7 萬 | 0.22% | 00.0% | 不變 |
| Cooper Financial Group | 30,087 | $47.5 萬 | 0.13% | +3,362+12.6% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 28,191 | $44.5 萬 | 0.17% | +28,191 | 新進 |
| Capital Investment Advisors, LLC | 27,111 | $42.8 萬 | 0.01% | +1,908+7.6% | 加碼 |
| GWM Advisors LLC | 26,109 | $40.3 萬 | 0.01% | −1,421−5.2% | 減碼 |
| Ameritas Advisory Services, LLC | 25,152 | $39.4 萬 | 0.02% | −2,543−9.2% | 減碼 |
| JPMorgan Chase & Co | 24,268 | $38.3 萬 | 0.00% | +24,268 | 新進 |
| Pekin Hardy Strauss, Inc. | 24,005 | $37.9 萬 | 0.06% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 21,564 | $34.0 萬 | 0.00% | −365−1.7% | 減碼 |
| Jane Street Group, LLC | 21,098 | $33.3 萬 | 0.00% | +21,098 | 新進 |
| Janney Montgomery Scott LLC | 19,956 | $31.5 萬 | 0.00% | +920+4.8% | 加碼 |
| Cetera Advisors LLC | 18,131 | $28.6 萬 | 0.00% | 00.0% | 不變 |
| National Asset Management, Inc. | 17,835 | $28.1 萬 | 0.01% | −84−0.5% | 減碼 |
| Mariner, LLC | 17,040 | $26.9 萬 | 0.00% | −3,628−17.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 15,028 | $23.7 萬 | 0.00% | −2,749−15.5% | 減碼 |
| Kestra Advisory Services, LLC | 14,979 | $23.6 萬 | 0.00% | −3,147−17.4% | 減碼 |
| Claybrook Capital, LLC | 14,712 | $23.2 萬 | 0.13% | +4,377+42.4% | 加碼 |
| First Financial Corp | 14,380 | $22.7 萬 | 0.14% | −14,551−50.3% | 減碼 |
| Intellectus Partners, LLC | 13,294 | $21.0 萬 | 0.07% | +108+0.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 13,269 | $20.9 萬 | 0.00% | +2,748+26.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 13,206 | $20.8 萬 | 0.03% | −13,177−49.9% | 減碼 |
| Kingsview Wealth Management, LLC | 13,110 | $20.7 萬 | 0.01% | 00.0% | 不變 |
| RVW Wealth, LLC | 12,700 | $20.0 萬 | 0.02% | +12,700 | 新進 |
| Millennium Management LLC | 12,444 | $19.6 萬 | 0.00% | −30,297−70.9% | 減碼 |
| Vista Investment Management | 12,116 | $19.1 萬 | 0.10% | −939−7.2% | 減碼 |
| Susquehanna International Group, LLP | 12,081 | $19.1 萬 | 0.00% | −2,114−14.9% | 減碼 |
| Armor Investment Advisors, LLC | 11,972 | $18.9 萬 | 0.11% | −360−2.9% | 減碼 |
| Arete Wealth Advisors, LLC | 11,033 | $17.4 萬 | 0.01% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 10,905 | $17.2 萬 | 0.10% | −7,245−39.9% | 減碼 |
| Paragon Private Wealth Management, LLC | 10,879 | $17.2 萬 | 0.14% | −1,585−12.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 10,793 | $17.0 萬 | 0.01% | +108+1.0% | 加碼 |
| Mercer Global Advisors Inc | 10,751 | $17.0 萬 | 0.00% | −275−2.5% | 減碼 |
| Spire Wealth Management | 10,578 | $16.7 萬 | 0.01% | +230+2.2% | 加碼 |
| IFP Advisors, Inc | 6,798 | $14.8 萬 | 0.01% | −5,712−45.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 8,487 | $13.4 萬 | 0.00% | −4,938−36.8% | 減碼 |
| Citigroup Inc | 6,970 | $11.0 萬 | 0.00% | −1,282−15.5% | 減碼 |
| Global Retirement Partners, LLC | 4,713 | $7.12 萬 | 0.00% | +112+2.4% | 加碼 |
| Harbor Investment Advisory, LLC | 4,500 | $7.10 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 4,255 | $6.71 萬 | 0.00% | −6,686−61.1% | 減碼 |
| AllSquare Wealth Management LLC | 3,500 | $5.52 萬 | 0.04% | 00.0% | 不變 |
| Bramshill Investments, LLC | 2,513 | $3.97 萬 | 0.00% | −395,575−99.4% | 減碼 |
| Bessemer Group Inc | 1,511 | $2.40 萬 | 0.00% | +1,511 | 新進 |
| US Bancorp | 1,397 | $2.20 萬 | 0.00% | +1,000+251.9% | 加碼 |
| Anchor Investment Management, LLC | 1,375 | $2.17 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,000 | $1.58 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 900 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 800 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 750 | $1.18 萬 | 0.00% | +750 | 新進 |
| BDO Wealth Advisors, LLC | 727 | $1.15 萬 | 0.00% | +727 | 新進 |
| Larson Financial Group LLC | 675 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 600 | $9,468 | 0.01% | +600 | 新進 |
| City Holding Co | 595 | $9,389 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 577 | $9,105 | 0.00% | +11+1.9% | 加碼 |
| Central Trust Co | 510 | $8,048 | 0.00% | +510 | 新進 |
| AdvisorNet Financial, Inc | 500 | $7,890 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 500 | $7,890 | 0.00% | 00.0% | 不變 |