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 4 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2024/12/31 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
- 119
- 較 2024 年第 3 季 +11 家
- 持有股數
- 1,616 萬
- 較 2024 年第 3 季 +57.5 萬 (+3.7%)
- 總市值
- $2.91 億
- 較 2024 年第 3 季 −$1,920 萬 (−6.2%)
- 新進機構
- 21
- 另有 34 家加碼
- 清倉機構
- 10
- 另有 39 家減碼
另有 2 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 | $3.08 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 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 7,985,936 | $1.44 億 | 0.01% | +356,807+4.7% | 加碼 |
| Wells Fargo & Company | 1,008,899 | $1,816 萬 | 0.00% | +55,509+5.8% | 加碼 |
| Invesco Ltd. | 830,895 | $1,496 萬 | 0.00% | +171,085+25.9% | 加碼 |
| Royal Bank of Canada | 754,823 | $1,359 萬 | 0.00% | +50,935+7.2% | 加碼 |
| LPL Financial LLC | 693,772 | $1,249 萬 | 0.01% | +33,930+5.1% | 加碼 |
| Cohen & Steers, Inc. | 417,019 | $750.6 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 314,519 | $566.1 萬 | 0.22% | −2,567−0.8% | 減碼 |
| Peak Planning Group, LLC | 300,978 | $541.8 萬 | 2.26% | +9,299+3.2% | 加碼 |
| Ameriprise Financial Inc | 234,243 | $423.9 萬 | 0.00% | +9,648+4.3% | 加碼 |
| Rothschild Investment LLC | 193,198 | $347.8 萬 | 0.23% | −6,000−3.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 173,609 | $312.5 萬 | 0.14% | −23,593−12.0% | 減碼 |
| UBS Group AG | 138,326 | $249.0 萬 | 0.00% | −9,131−6.2% | 減碼 |
| D.A. Davidson & Co. | 136,563 | $245.8 萬 | 0.02% | −944−0.7% | 減碼 |
| Bank of America Corp | 136,310 | $245.4 萬 | 0.00% | −2,239−1.6% | 減碼 |
| Guggenheim Capital LLC | 133,727 | $240.7 萬 | 0.02% | +21,433+19.1% | 加碼 |
| Magnus Financial Group LLC | 131,773 | $237.2 萬 | 0.23% | +3,127+2.4% | 加碼 |
| Rareview Capital LLC | 110,576 | $216.0 萬 | 1.56% | −29,504−21.1% | 減碼 |
| Consolidated Portfolio Review Corp | 115,172 | $207.3 萬 | 0.33% | +3,181+2.8% | 加碼 |
| Advisor Group Holdings, Inc. | 113,213 | $203.8 萬 | 0.00% | +18,087+19.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 109,241 | $196.6 萬 | 0.00% | −20,075−15.5% | 減碼 |
| Polar Asset Management Partners Inc. | 108,593 | $195.5 萬 | 0.03% | +108,593 | 新進 |
| Raymond James Financial Inc | 97,211 | $175.0 萬 | 0.00% | +97,211 | 新進 |
| Shaker Financial Services, LLC | 93,141 | $169.0 萬 | 0.65% | −23,501−20.1% | 減碼 |
| Fiera Capital Corp | 90,402 | $162.7 萬 | 0.01% | −435−0.5% | 減碼 |
| Sit Investment Associates Inc | 89,058 | $160.3 萬 | 0.04% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 81,916 | $147.4 萬 | 0.05% | −50,200−38.0% | 減碼 |
| Envestnet Asset Management Inc | 74,741 | $134.5 萬 | 0.00% | −3,288−4.2% | 減碼 |
| Principal Securities, Inc. | 69,203 | $124.6 萬 | 0.03% | +5,118+8.0% | 加碼 |
| Baird Financial Group, Inc. | 63,722 | $114.7 萬 | 0.00% | −446−0.7% | 減碼 |
| Oppenheimer & Co Inc | 62,619 | $112.7 萬 | 0.02% | −11,134−15.1% | 減碼 |
| Stifel Financial Corp | 61,811 | $111.3 萬 | 0.00% | +4,013+6.9% | 加碼 |
| Onyx Bridge Wealth Group LLC | 61,393 | $110.5 萬 | 0.16% | −3,998−6.1% | 減碼 |
| Centaurus Financial, Inc. | 60,944 | $109.7 萬 | 0.07% | −13,507−18.1% | 減碼 |
| Commonwealth Equity Services, LLC | 45,855 | $82.5 萬 | 0.00% | +3,789+9.0% | 加碼 |
| Capital Investment Advisors, LLC | 44,142 | $79.5 萬 | 0.02% | −3,489−7.3% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 42,700 | $77.4 萬 | 0.05% | +7,100+19.9% | 加碼 |
| Prospera Financial Services Inc | 40,292 | $72.5 萬 | 0.02% | −2,531−5.9% | 減碼 |
| PFG Investments, LLC | 37,861 | $68.2 萬 | 0.04% | +3,452+10.0% | 加碼 |
| Marex Group plc | 37,855 | $68.1 萬 | 0.01% | +37,855 | 新進 |
| Sowell Financial Services LLC | 36,388 | $65.5 萬 | 0.03% | 00.0% | 不變 |
| Comerica Bank | 36,006 | $64.8 萬 | 0.00% | +3,573+11.0% | 加碼 |
| Cetera Investment Advisers | 35,304 | $63.5 萬 | 0.00% | +13,410+61.2% | 加碼 |
| Walleye Capital LLC | 35,242 | $63.4 萬 | 0.01% | +35,242 | 新進 |
| Kestra Advisory Services, LLC | 32,695 | $58.9 萬 | 0.00% | +12,990+65.9% | 加碼 |
| GWM Advisors LLC | 32,509 | $58.5 萬 | 0.00% | +3,679+12.8% | 加碼 |
| RDA Financial Network | 30,253 | $54.5 萬 | 0.16% | −1,309−4.1% | 減碼 |
| Delta Capital Management LLC | 29,840 | $53.7 萬 | 0.31% | −700−2.3% | 減碼 |
| Truist Financial Corp | 29,388 | $52.9 萬 | 0.00% | −16,861−36.5% | 減碼 |
| Saxony Capital Management, LLC | 28,600 | $51.5 萬 | 0.45% | −3,501−10.9% | 減碼 |
| CWM, LLC | 28,182 | $50.7 萬 | 0.00% | +6,351+29.1% | 加碼 |
| Gridiron Partners, LLC | 26,558 | $47.8 萬 | 0.30% | 00.0% | 不變 |
| Readystate Asset Management LP | 26,365 | $47.5 萬 | 0.02% | +26,365 | 新進 |
| Lido Advisors, LLC | 24,555 | $44.5 萬 | 0.00% | +700+2.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 23,416 | $42.1 萬 | 0.00% | −703−2.9% | 減碼 |
| Millennium Management LLC | 23,282 | $41.9 萬 | 0.00% | −44,449−65.6% | 減碼 |
| Rockefeller Capital Management L.P. | 21,525 | $38.7 萬 | 0.00% | −3,016−12.3% | 減碼 |
| Mathes Company, Inc. | 18,500 | $33.3 萬 | 0.12% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 18,334 | $33.0 萬 | 0.00% | +920+5.3% | 加碼 |
| RVW Wealth, LLC | 17,849 | $32.1 萬 | 0.03% | +5,149+40.5% | 加碼 |
| Intellectus Partners, LLC | 17,276 | $31.3 萬 | 0.07% | +146+0.9% | 加碼 |
| Landscape Capital Management, L.L.C. | 16,334 | $29.4 萬 | 0.03% | +16,334 | 新進 |
| Sterneck Capital Management, LLC | 16,289 | $29.3 萬 | 0.16% | −985−5.7% | 減碼 |
| Morey & Quinn Wealth Partners, LLC | 15,542 | $28.0 萬 | 0.24% | +15,542 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 14,818 | $26.7 萬 | 0.00% | +1,723+13.2% | 加碼 |
| Independent Advisor Alliance | 14,781 | $26.6 萬 | 0.00% | +14,781 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 14,599 | $26.5 萬 | 0.00% | +429+3.0% | 加碼 |
| Sanctuary Advisors, LLC | 13,746 | $25.7 萬 | 0.00% | −6,597−32.4% | 減碼 |
| Icon Wealth Advisors, LLC | 11,688 | $21.0 萬 | 0.02% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 11,481 | $20.7 萬 | 0.00% | +11,481 | 新進 |
| Ballentine Partners, LLC | 11,041 | $19.9 萬 | 0.00% | +11,041 | 新進 |
| Harmony Asset Management LLC | 10,917 | $19.7 萬 | 0.08% | −374−3.3% | 減碼 |
| Janney Montgomery Scott LLC | 10,866 | $19.6 萬 | 0.00% | −9,970−47.8% | 減碼 |
| Cooper Financial Group | 10,508 | $18.9 萬 | 0.02% | −333−3.1% | 減碼 |
| Sage Capital Management, LLC | 10,500 | $18.9 萬 | 0.10% | −5,000−32.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 10,476 | $18.9 萬 | 0.00% | −17,935−63.1% | 減碼 |
| Uhlmann Price Securities, LLC | 10,298 | $18.5 萬 | 0.14% | +223+2.2% | 加碼 |
| Lakeview Capital Partners, LLC | 10,053 | $18.1 萬 | 0.04% | −9,544−48.7% | 減碼 |
| Wedbush Securities Inc | 10,013 | $18.0 萬 | 0.01% | +10,013 | 新進 |
| First Financial Corp | 9,488 | $17.1 萬 | 0.08% | +56+0.6% | 加碼 |
| Ameriflex Group, Inc. | 8,350 | $15.7 萬 | 0.07% | +8,350 | 新進 |
| Spire Wealth Management | 8,400 | $15.1 萬 | 0.00% | −1,025−10.9% | 減碼 |
| Global Retirement Partners, LLC | 6,569 | $11.8 萬 | 0.00% | +136+2.1% | 加碼 |
| IFP Advisors, Inc | 5,179 | $9.32 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 3,500 | $6.30 萬 | 0.04% | 00.0% | 不變 |
| Colonial Trust Co | 3,175 | $5.67 萬 | 0.01% | 00.0% | 不變 |
| Elequin Capital LP | 2,692 | $4.85 萬 | 0.01% | +2,692 | 新進 |
| Caldwell Sutter Capital, Inc. | 2,100 | $3.78 萬 | 0.02% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,800 | $3.24 萬 | 0.00% | −380−17.4% | 減碼 |
| Geneos Wealth Management Inc. | 1,738 | $3.13 萬 | 0.00% | +108+6.6% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 1,647 | $2.90 萬 | 0.02% | −647−28.2% | 減碼 |
| Golden State Wealth Management, LLC | 1,500 | $2.70 萬 | 0.00% | +1,500 | 新進 |
| Main Street Group, LTD | 1,450 | $2.61 萬 | 0.01% | −1,425−49.6% | 減碼 |
| Anchor Investment Management, LLC | 1,375 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,175 | $2.12 萬 | 0.00% | −600−33.8% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 1,055 | $1.90 萬 | 0.01% | +1,055 | 新進 |
| US Bancorp | 1,000 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,000 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 950 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 950 | $1.71 萬 | 0.01% | +950 | 新進 |
| WPG Advisers, LLC | 831 | $1.50 萬 | 0.01% | +831 | 新進 |