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。
2024 年第 1 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2024/3/31 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
- 109
- 較 2023 年第 4 季 −7 家
- 持有股數
- 1,692 萬
- 較 2023 年第 4 季 −1.42 萬 (−0.1%)
- 總市值
- $3.03 億
- 較 2023 年第 4 季 +$2,680 萬 (+9.7%)
- 新進機構
- 15
- 另有 42 家加碼
- 清倉機構
- 22
- 另有 30 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 6,937,904 | $1.24 億 | 0.01% | +201,702+3.0% | 加碼 |
| Wells Fargo & Company | 910,852 | $1,632 萬 | 0.00% | +164,493+22.0% | 加碼 |
| Penserra Capital Management LLC | 772,857 | $1,385 萬 | 0.17% | +111,344+16.8% | 加碼 |
| Invesco Ltd. | 703,389 | $1,260 萬 | 0.00% | −30,574−4.2% | 減碼 |
| Karpus Management, Inc. | 641,153 | $1,149 萬 | 0.33% | −12,299−1.9% | 減碼 |
| LPL Financial LLC | 570,314 | $1,022 萬 | 0.01% | +42,846+8.1% | 加碼 |
| Royal Bank of Canada | 533,790 | $956.6 萬 | 0.00% | +40,424+8.2% | 加碼 |
| Ameriprise Financial Inc | 478,875 | $857.6 萬 | 0.00% | −12,711−2.6% | 減碼 |
| Cohen & Steers, Inc. | 417,019 | $747.3 萬 | 0.02% | 00.0% | 不變 |
| We Are One Seven, LLC | 335,029 | $600.4 萬 | 0.31% | −44,659−11.8% | 減碼 |
| Bank of America Corp | 250,283 | $448.5 萬 | 0.00% | −260,097−51.0% | 減碼 |
| Peak Planning Group, LLC | 217,021 | $388.9 萬 | 2.44% | +17,133+8.6% | 加碼 |
| Sterneck Capital Management, LLC | 211,411 | $378.8 萬 | 2.26% | +3,428+1.6% | 加碼 |
| Rothschild Investment LLC | 207,898 | $372.5 萬 | 0.27% | −200−0.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 195,993 | $351.2 萬 | 0.01% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 192,017 | $344.1 萬 | 0.18% | +13,757+7.7% | 加碼 |
| PFG Investments, LLC | 189,196 | $339.0 萬 | 0.20% | +189,196 | 新進 |
| Consolidated Portfolio Review Corp | 172,380 | $308.9 萬 | 0.81% | +3,469+2.1% | 加碼 |
| Rareview Capital LLC | 155,246 | $278.2 萬 | 2.74% | −8,904−5.4% | 減碼 |
| Magnus Financial Group LLC | 149,662 | $268.2 萬 | 0.32% | +34,066+29.5% | 加碼 |
| Envestnet Asset Management Inc | 145,346 | $260.5 萬 | 0.00% | +19,257+15.3% | 加碼 |
| UBS Group AG | 141,557 | $253.7 萬 | 0.00% | +10,892+8.3% | 加碼 |
| D.A. Davidson & Co. | 138,764 | $248.7 萬 | 0.02% | +10,905+8.5% | 加碼 |
| Shaker Financial Services, LLC | 123,494 | $221.3 萬 | 0.86% | −18,684−13.1% | 減碼 |
| Advisor Group Holdings, Inc. | 121,010 | $216.9 萬 | 0.00% | +6,405+5.6% | 加碼 |
| Centaurus Financial, Inc. | 101,752 | $182.3 萬 | 0.13% | +30.0% | 加碼 |
| Petra Financial Advisors Inc | 100,982 | $181.0 萬 | 1.33% | −850−0.8% | 減碼 |
| Park Avenue Securities LLC | 94,249 | $168.9 萬 | 0.02% | −3,255−3.3% | 減碼 |
| Sit Investment Associates Inc | 89,458 | $160.3 萬 | 0.04% | +89,458 | 新進 |
| Raymond James & Associates | 87,268 | $156.4 萬 | 0.00% | +2,925+3.5% | 加碼 |
| Fiera Capital Corp | 84,245 | $151.0 萬 | 0.00% | +769+0.9% | 加碼 |
| IHT Wealth Management, LLC | 83,371 | $149.4 萬 | 0.06% | +4,466+5.7% | 加碼 |
| Stifel Financial Corp | 68,998 | $123.6 萬 | 0.00% | +1,316+1.9% | 加碼 |
| Baird Financial Group, Inc. | 64,257 | $115.1 萬 | 0.00% | −20,300−24.0% | 減碼 |
| Truist Financial Corp | 61,884 | $110.9 萬 | 0.00% | −60.0% | 減碼 |
| Guggenheim Capital LLC | 61,336 | $109.9 萬 | 0.01% | +24,887+68.3% | 加碼 |
| Principal Securities, Inc. | 59,862 | $107.3 萬 | 0.03% | +13,430+28.9% | 加碼 |
| Onyx Bridge Wealth Group LLC | 61,143 | $104.5 萬 | 0.19% | +3,394+5.9% | 加碼 |
| Capital Investment Advisors, LLC | 46,384 | $83.1 萬 | 0.02% | +7,743+20.0% | 加碼 |
| Oppenheimer & Co Inc | 44,406 | $79.6 萬 | 0.01% | −819−1.8% | 減碼 |
| Commonwealth Equity Services, LLC | 42,917 | $76.9 萬 | 0.00% | +1,656+4.0% | 加碼 |
| Prospera Financial Services Inc | 39,800 | $71.3 萬 | 0.02% | +54+0.1% | 加碼 |
| Sowell Financial Services LLC | 36,388 | $65.2 萬 | 0.03% | −572−1.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 34,073 | $61.1 萬 | 0.00% | +666+2.0% | 加碼 |
| Comerica Bank | 33,965 | $60.9 萬 | 0.00% | −3,900−10.3% | 減碼 |
| Lakeview Capital Partners, LLC | 33,105 | $59.3 萬 | 0.10% | −985−2.9% | 減碼 |
| RDA Financial Network | 31,716 | $56.8 萬 | 0.19% | −255−0.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 31,590 | $56.6 萬 | 0.01% | −4,614−12.7% | 減碼 |
| Rockefeller Capital Management L.P. | 31,114 | $55.8 萬 | 0.00% | −101,802−76.6% | 減碼 |
| Delta Capital Management LLC | 30,610 | $54.9 萬 | 0.36% | 00.0% | 不變 |
| CWM, LLC | 30,118 | $54.0 萬 | 0.00% | −1,413−4.5% | 減碼 |
| Marathon Trading Investment Management LLC | 29,250 | $52.4 萬 | 0.21% | −750−2.5% | 減碼 |
| Gridiron Partners, LLC | 27,526 | $49.3 萬 | 0.31% | −18,355−40.0% | 減碼 |
| Cooper Financial Group | 26,704 | $47.9 萬 | 0.08% | +65+0.2% | 加碼 |
| Mathes Company, Inc. | 26,500 | $47.5 萬 | 0.18% | −2,500−8.6% | 減碼 |
| Cetera Investment Advisers | 25,194 | $45.1 萬 | 0.00% | +25,194 | 新進 |
| GWM Advisors LLC | 24,684 | $44.2 萬 | 0.00% | +15,152+159.0% | 加碼 |
| Janney Montgomery Scott LLC | 24,136 | $43.3 萬 | 0.00% | −250−1.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 23,869 | $42.8 萬 | 0.00% | +100+0.4% | 加碼 |
| Lido Advisors, LLC | 23,855 | $42.7 萬 | 0.00% | +9,143+62.1% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 26,984 | $41.1 萬 | 0.29% | +26,984 | 新進 |
| National Asset Management, Inc. | 20,235 | $30.2 萬 | 0.01% | +2,502+14.1% | 加碼 |
| Kestra Advisory Services, LLC | 15,886 | $28.5 萬 | 0.00% | +172+1.1% | 加碼 |
| Intellectus Partners, LLC | 14,834 | $26.6 萬 | 0.07% | +149+1.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 14,833 | $26.6 萬 | 0.01% | +2,114+16.6% | 加碼 |
| Integrated Capital Management, Inc. | 13,946 | $25.0 萬 | 0.20% | +1,190+9.3% | 加碼 |
| International Assets Investment Management, LLC | 13,599 | $24.0 萬 | 0.03% | +8+0.1% | 加碼 |
| Sage Capital Management, LLC | 13,000 | $23.3 萬 | 0.13% | 00.0% | 不變 |
| RVW Wealth, LLC | 12,700 | $22.8 萬 | 0.02% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 12,595 | $22.6 萬 | 0.00% | −436−3.3% | 減碼 |
| Kingsview Wealth Management, LLC | 11,795 | $21.1 萬 | 0.01% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 11,688 | $20.9 萬 | 0.02% | 00.0% | 不變 |
| First Financial Corp | 11,287 | $20.2 萬 | 0.10% | −1,273−10.1% | 減碼 |
| LexAurum Advisors, LLC | 11,068 | $19.8 萬 | 0.05% | −11,400−50.7% | 減碼 |
| Jane Street Group, LLC | 10,604 | $19.0 萬 | 0.00% | +10,604 | 新進 |
| Ameritas Advisory Services, LLC | 10,176 | $18.1 萬 | 0.01% | +10,176 | 新進 |
| Relative Value Partners Group, LLC | 9,999 | $17.4 萬 | 0.01% | +9,999 | 新進 |
| Spire Wealth Management | 9,261 | $16.6 萬 | 0.00% | +583+6.7% | 加碼 |
| Register Financial Advisors LLC | 6,597 | $11.8 萬 | 0.06% | +6,597 | 新進 |
| IFP Advisors, Inc | 5,179 | $9.28 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 5,092 | $9.12 萬 | 0.00% | +76+1.5% | 加碼 |
| AllSquare Wealth Management LLC | 3,500 | $6.27 萬 | 0.04% | 00.0% | 不變 |
| Main Street Group, LTD | 2,875 | $5.15 萬 | 0.02% | +2,875 | 新進 |
| Harbor Investment Advisory, LLC | 2,750 | $4.93 萬 | 0.01% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 2,383 | $4.27 萬 | 0.01% | −637−21.1% | 減碼 |
| Larson Financial Group LLC | 2,180 | $3.91 萬 | 0.00% | +1,505+223.0% | 加碼 |
| Caldwell Sutter Capital, Inc. | 2,100 | $3.76 萬 | 0.02% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 1,575 | $2.82 萬 | 0.01% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,375 | $2.46 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,170 | $2.10 萬 | 0.00% | +462+65.3% | 加碼 |
| Geneos Wealth Management Inc. | 1,150 | $2.06 萬 | 0.00% | +1,150 | 新進 |
| US Bancorp | 1,000 | $1.79 萬 | 0.00% | −397−28.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,000 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 1,000 | $1.79 萬 | 0.00% | +1,000 | 新進 |
| North Star Investment Management Corp. | 950 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 630 | $1.13 萬 | 0.00% | +14+2.3% | 加碼 |
| City Holding Co | 595 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 500 | $8,960 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 450 | $8,064 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 461 | $7,519 | 0.00% | 00.0% | 不變 |