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。
2025 年第 1 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2025/3/31 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 2024 年第 4 季 −5 家
- 持有股數
- 1,620 萬
- 較 2024 年第 4 季 +5.31 萬 (+0.3%)
- 總市值
- $2.98 億
- 較 2024 年第 4 季 +$702.1 萬 (+2.4%)
- 新進機構
- 9
- 另有 35 家加碼
- 清倉機構
- 14
- 另有 33 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 8,059,563 | $1.48 億 | 0.01% | +73,627+0.9% | 加碼 |
| Wells Fargo & Company | 1,003,474 | $1,845 萬 | 0.00% | −5,425−0.5% | 減碼 |
| Royal Bank of Canada | 781,045 | $1,436 萬 | 0.00% | +26,222+3.5% | 加碼 |
| LPL Financial LLC | 746,943 | $1,374 萬 | 0.01% | +53,171+7.7% | 加碼 |
| Invesco Ltd. | 659,511 | $1,213 萬 | 0.00% | −171,384−20.6% | 減碼 |
| We Are One Seven, LLC | 388,512 | $714.5 萬 | 0.28% | +73,993+23.5% | 加碼 |
| Cohen & Steers, Inc. | 361,198 | $664.2 萬 | 0.01% | −55,821−13.4% | 減碼 |
| Sit Investment Associates Inc | 335,240 | $616.5 萬 | 0.14% | +246,182+276.4% | 加碼 |
| Peak Planning Group, LLC | 317,026 | $583.0 萬 | 2.45% | +16,048+5.3% | 加碼 |
| Ameriprise Financial Inc | 233,941 | $430.6 萬 | 0.00% | −302−0.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 170,741 | $314.0 萬 | 0.14% | −2,868−1.7% | 減碼 |
| Rothschild Investment LLC | 166,498 | $306.2 萬 | 0.20% | −26,700−13.8% | 減碼 |
| Guggenheim Capital LLC | 158,368 | $291.2 萬 | 0.03% | +24,641+18.4% | 加碼 |
| UBS Group AG | 143,859 | $264.6 萬 | 0.00% | +5,533+4.0% | 加碼 |
| Baird Financial Group, Inc. | 143,482 | $263.9 萬 | 0.01% | +79,760+125.2% | 加碼 |
| Advisor Group Holdings, Inc. | 139,585 | $256.7 萬 | 0.01% | +26,372+23.3% | 加碼 |
| Magnus Financial Group LLC | 138,551 | $254.8 萬 | 0.25% | +6,778+5.1% | 加碼 |
| D.A. Davidson & Co. | 134,751 | $247.8 萬 | 0.02% | −1,812−1.3% | 減碼 |
| Consolidated Portfolio Review Corp | 115,658 | $212.7 萬 | 0.34% | +486+0.4% | 加碼 |
| Bank of America Corp | 114,642 | $210.8 萬 | 0.00% | −21,668−15.9% | 減碼 |
| Rareview Capital LLC | 108,776 | $200.0 萬 | 1.27% | −1,800−1.6% | 減碼 |
| Raymond James Financial Inc | 102,935 | $189.3 萬 | 0.00% | +5,724+5.9% | 加碼 |
| Fiera Capital Corp | 90,402 | $166.2 萬 | 0.01% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 81,916 | $150.6 萬 | 0.05% | 00.0% | 不變 |
| Stifel Financial Corp | 79,369 | $146.0 萬 | 0.00% | +17,558+28.4% | 加碼 |
| Envestnet Asset Management Inc | 71,982 | $132.4 萬 | 0.00% | −2,759−3.7% | 減碼 |
| Shaker Financial Services, LLC | 69,925 | $128.6 萬 | 0.50% | −23,216−24.9% | 減碼 |
| Principal Securities, Inc. | 69,203 | $124.6 萬 | 0.03% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 67,504 | $124.1 萬 | 0.02% | +4,885+7.8% | 加碼 |
| Onyx Bridge Wealth Group LLC | 64,269 | $118.2 萬 | 0.17% | +2,876+4.7% | 加碼 |
| Centaurus Financial, Inc. | 60,174 | $110.7 萬 | 0.07% | −770−1.3% | 減碼 |
| GWM Advisors LLC | 59,036 | $108.6 萬 | 0.01% | +26,527+81.6% | 加碼 |
| Polar Asset Management Partners Inc. | 47,115 | $86.6 萬 | 0.03% | −61,478−56.6% | 減碼 |
| Commonwealth Equity Services, LLC | 45,898 | $84.4 萬 | 0.00% | +43+0.1% | 加碼 |
| Capital Investment Advisors, LLC | 42,653 | $78.4 萬 | 0.02% | −1,489−3.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 41,300 | $76.0 萬 | 0.05% | −1,400−3.3% | 減碼 |
| Prospera Financial Services Inc | 40,253 | $74.0 萬 | 0.02% | −39−0.1% | 減碼 |
| Sowell Financial Services LLC | 36,388 | $66.9 萬 | 0.03% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 35,344 | $65.0 萬 | 0.00% | +2,649+8.1% | 加碼 |
| PFG Investments, LLC | 34,906 | $64.2 萬 | 0.04% | −2,955−7.8% | 減碼 |
| Cetera Investment Advisers | 33,100 | $60.9 萬 | 0.00% | −2,204−6.2% | 減碼 |
| Ethos Financial Group, LLC | 32,828 | $60.4 萬 | 0.06% | +32,828 | 新進 |
| Comerica Bank | 32,372 | $59.5 萬 | 0.00% | −3,634−10.1% | 減碼 |
| RDA Financial Network | 30,168 | $55.5 萬 | 0.17% | −85−0.3% | 減碼 |
| CWM, LLC | 28,182 | $51.8 萬 | 0.00% | 00.0% | 不變 |
| Delta Capital Management LLC | 27,340 | $50.3 萬 | 0.29% | −2,500−8.4% | 減碼 |
| Saxony Capital Management, LLC | 26,850 | $49.4 萬 | 0.43% | −1,750−6.1% | 減碼 |
| Gridiron Partners, LLC | 26,558 | $48.8 萬 | 0.31% | 00.0% | 不變 |
| Intellectus Partners, LLC | 25,342 | $46.6 萬 | 0.11% | +8,066+46.7% | 加碼 |
| Lido Advisors, LLC | 24,583 | $45.2 萬 | 0.00% | +28+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 23,541 | $43.3 萬 | 0.00% | +125+0.5% | 加碼 |
| Rockefeller Capital Management L.P. | 20,530 | $37.8 萬 | 0.00% | −995−4.6% | 減碼 |
| Avantax Advisory Services, Inc. | 18,623 | $34.2 萬 | 0.00% | +289+1.6% | 加碼 |
| Mathes Company, Inc. | 18,500 | $34.0 萬 | 0.14% | 00.0% | 不變 |
| RVW Wealth, LLC | 17,849 | $32.8 萬 | 0.03% | 00.0% | 不變 |
| Truist Financial Corp | 17,579 | $32.3 萬 | 0.00% | −11,809−40.2% | 減碼 |
| Sterneck Capital Management, LLC | 16,289 | $30.0 萬 | 0.16% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 15,944 | $29.3 萬 | 0.00% | +5,078+46.7% | 加碼 |
| Integrity Alliance, LLC. | 15,596 | $28.7 萬 | 0.01% | +15,596 | 新進 |
| Morey & Quinn Wealth Partners, LLC | 15,542 | $28.6 萬 | 0.24% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 14,734 | $27.2 萬 | 0.00% | +135+0.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 13,331 | $24.5 萬 | 0.00% | −1,487−10.0% | 減碼 |
| HRT Financial LP | 11,792 | $21.6 萬 | 0.00% | +11,792 | 新進 |
| Icon Wealth Advisors, LLC | 11,688 | $21.5 萬 | 0.02% | 00.0% | 不變 |
| Uhlmann Price Securities, LLC | 10,527 | $19.4 萬 | 0.14% | +229+2.2% | 加碼 |
| Sage Capital Management, LLC | 10,500 | $19.3 萬 | 0.10% | 00.0% | 不變 |
| Cooper Financial Group | 10,347 | $19.0 萬 | 0.03% | −161−1.5% | 減碼 |
| Harmony Asset Management LLC | 10,317 | $19.0 萬 | 0.08% | −600−5.5% | 減碼 |
| Millennium Management LLC | 10,011 | $18.4 萬 | 0.00% | −13,271−57.0% | 減碼 |
| Spire Wealth Management | 9,370 | $17.2 萬 | 0.01% | +970+11.5% | 加碼 |
| First Financial Corp | 8,652 | $15.9 萬 | 0.08% | −836−8.8% | 減碼 |
| Ameriflex Group, Inc. | 7,050 | $13.0 萬 | 0.05% | −1,300−15.6% | 減碼 |
| Geneos Wealth Management Inc. | 5,863 | $10.8 萬 | 0.00% | +4,125+237.3% | 加碼 |
| IFP Advisors, Inc | 5,179 | $9.52 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 3,500 | $6.44 萬 | 0.04% | 00.0% | 不變 |
| Colonial Trust Co | 3,175 | $5.85 萬 | 0.01% | 00.0% | 不變 |
| Main Street Group, LTD | 2,875 | $5.29 萬 | 0.02% | +1,425+98.3% | 加碼 |
| Noble Wealth Management PBC | 1,750 | $3.22 萬 | 0.02% | +800+84.2% | 加碼 |
| Caldwell Sutter Capital, Inc. | 1,600 | $2.94 萬 | 0.01% | −500−23.8% | 減碼 |
| Larson Financial Group LLC | 1,500 | $2.76 萬 | 0.00% | −300−16.7% | 減碼 |
| Golden State Wealth Management, LLC | 1,500 | $2.76 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,375 | $2.53 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,275 | $2.34 萬 | 0.00% | +275+27.5% | 加碼 |
| Bryn Mawr Trust Co | 1,175 | $2.16 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 1,061 | $1.95 萬 | 0.02% | +230+27.7% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 1,013 | $1.86 萬 | 0.01% | −42−4.0% | 減碼 |
| US Bancorp | 1,000 | $1.84 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 950 | $1.75 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 690 | $1.27 萬 | 0.00% | +16+2.4% | 加碼 |
| Ronald Blue Trust, Inc. | 543 | $9,979 | 0.00% | +12+2.3% | 加碼 |
| Aspect Partners, LLC | 500 | $9,195 | 0.01% | 00.0% | 不變 |
| CX Institutional | 500 | $9,000 | 0.00% | +500 | 新進 |
| Armstrong Advisory Group, Inc | 461 | $8,298 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 450 | $8,276 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $7,356 | 0.00% | – | – |
| Luminist Capital LLC | 397 | $7,261 | 0.01% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 365 | $6,712 | 0.00% | 00.0% | 不變 |
| Private Wealth Asset Management, LLC | 350 | $6,437 | 0.00% | +350 | 新進 |
| Inlight Wealth Management, LLC | 253 | $4,653 | 0.00% | +253 | 新進 |
| Coldstream Capital Management Inc | 233 | $4,285 | 0.00% | +233 | 新進 |