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 2 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2025/6/30 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 2025 年第 1 季 +4 家
- 持有股數
- 1,634 萬
- 較 2025 年第 1 季 +14.5 萬 (+0.9%)
- 總市值
- $3.08 億
- 較 2025 年第 1 季 +$970.4 萬 (+3.3%)
- 新進機構
- 16
- 另有 29 家加碼
- 清倉機構
- 12
- 另有 33 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 8,346,319 | $1.57 億 | 0.01% | +286,756+3.6% | 加碼 |
| Wells Fargo & Company | 1,003,074 | $1,888 萬 | 0.00% | −4000.0% | 減碼 |
| Invesco Ltd. | 773,685 | $1,456 萬 | 0.00% | +114,174+17.3% | 加碼 |
| LPL Financial LLC | 769,888 | $1,449 萬 | 0.00% | +22,945+3.1% | 加碼 |
| Royal Bank of Canada | 749,787 | $1,411 萬 | 0.00% | −31,258−4.0% | 減碼 |
| Sit Investment Associates Inc | 590,629 | $1,112 萬 | 0.24% | +255,389+76.2% | 加碼 |
| We Are One Seven, LLC | 406,961 | $765.9 萬 | 0.25% | +18,449+4.7% | 加碼 |
| Cohen & Steers, Inc. | 361,198 | $679.8 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 175,923 | $333.2 萬 | 0.00% | −58,018−24.8% | 減碼 |
| Guggenheim Capital LLC | 158,380 | $298.1 萬 | 0.02% | +120.0% | 加碼 |
| D.A. Davidson & Co. | 144,811 | $272.5 萬 | 0.02% | +10,060+7.5% | 加碼 |
| UBS Group AG | 144,404 | $271.8 萬 | 0.00% | +545+0.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 143,664 | $270.4 萬 | 0.11% | −27,077−15.9% | 減碼 |
| Stifel Financial Corp | 143,216 | $269.5 萬 | 0.00% | +63,847+80.4% | 加碼 |
| Advisor Group Holdings, Inc. | 141,668 | $266.6 萬 | 0.00% | +2,083+1.5% | 加碼 |
| Baird Financial Group, Inc. | 132,054 | $248.5 萬 | 0.00% | −11,428−8.0% | 減碼 |
| Consolidated Portfolio Review Corp | 111,540 | $209.9 萬 | 0.29% | −4,118−3.6% | 減碼 |
| Bank of America Corp | 108,475 | $204.1 萬 | 0.00% | −6,167−5.4% | 減碼 |
| Rareview Capital LLC | 98,637 | $185.6 萬 | 1.17% | −10,139−9.3% | 減碼 |
| Raymond James Financial Inc | 97,618 | $183.7 萬 | 0.00% | −5,317−5.2% | 減碼 |
| GWM Advisors LLC | 94,040 | $177.0 萬 | 0.01% | +35,004+59.3% | 加碼 |
| Fiera Capital Corp | 88,796 | $167.1 萬 | 0.01% | −1,606−1.8% | 減碼 |
| IHT Wealth Management, LLC | 82,256 | $154.8 萬 | 0.04% | +340+0.4% | 加碼 |
| Oppenheimer & Co Inc | 79,965 | $150.5 萬 | 0.02% | +12,461+18.5% | 加碼 |
| Shaker Financial Services, LLC | 77,756 | $146.3 萬 | 0.53% | +7,831+11.2% | 加碼 |
| Principal Securities, Inc. | 69,718 | $131.2 萬 | 0.02% | +515+0.7% | 加碼 |
| Onyx Bridge Wealth Group LLC | 66,077 | $124.4 萬 | 0.16% | +1,808+2.8% | 加碼 |
| Centaurus Financial, Inc. | 58,864 | $110.8 萬 | 0.06% | −1,310−2.2% | 減碼 |
| Envestnet Asset Management Inc | 57,786 | $108.8 萬 | 0.00% | −14,196−19.7% | 減碼 |
| Gateway Wealth Partners, LLC | 47,256 | $88.9 萬 | 0.17% | +47,256 | 新進 |
| Cooper Financial Group | 48,252 | $87.2 萬 | 0.10% | +37,905+366.3% | 加碼 |
| Commonwealth Equity Services, LLC | 44,523 | $83.8 萬 | 0.00% | −1,375−3.0% | 減碼 |
| Capital Investment Advisors, LLC | 42,653 | $80.3 萬 | 0.01% | 00.0% | 不變 |
| Prospera Financial Services Inc | 41,580 | $78.3 萬 | 0.01% | +1,327+3.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 41,122 | $77.4 萬 | 0.05% | −178−0.4% | 減碼 |
| Sowell Financial Services LLC | 36,388 | $68.5 萬 | 0.03% | 00.0% | 不變 |
| PFG Investments, LLC | 34,381 | $64.7 萬 | 0.04% | −525−1.5% | 減碼 |
| Comerica Bank | 33,014 | $62.1 萬 | 0.00% | +642+2.0% | 加碼 |
| Cetera Investment Advisers | 32,899 | $61.9 萬 | 0.00% | −201−0.6% | 減碼 |
| Ethos Financial Group, LLC | 32,828 | $61.8 萬 | 0.05% | 00.0% | 不變 |
| Magnus Financial Group LLC | 32,248 | $60.7 萬 | 0.05% | −106,303−76.7% | 減碼 |
| Kestra Advisory Services, LLC | 30,526 | $57.4 萬 | 0.00% | −4,818−13.6% | 減碼 |
| RDA Financial Network | 29,168 | $54.9 萬 | 0.15% | −1,000−3.3% | 減碼 |
| CWM, LLC | 28,182 | $53.0 萬 | 0.00% | 00.0% | 不變 |
| Delta Capital Management LLC | 27,340 | $51.5 萬 | 0.29% | 00.0% | 不變 |
| Saxony Capital Management, LLC | 26,850 | $50.5 萬 | 0.39% | 00.0% | 不變 |
| Gridiron Partners, LLC | 26,558 | $50.0 萬 | 0.31% | 00.0% | 不變 |
| Intellectus Partners, LLC | 25,690 | $48.3 萬 | 0.10% | +348+1.4% | 加碼 |
| Lido Advisors, LLC | 23,883 | $44.9 萬 | 0.00% | −700−2.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 23,650 | $44.5 萬 | 0.00% | +109+0.5% | 加碼 |
| Integrated Wealth Concepts LLC | 22,637 | $42.6 萬 | 0.00% | +22,637 | 新進 |
| Rockefeller Capital Management L.P. | 20,532 | $38.6 萬 | 0.00% | +20.0% | 加碼 |
| Avantax Advisory Services, Inc. | 19,482 | $36.7 萬 | 0.00% | +859+4.6% | 加碼 |
| Mathes Company, Inc. | 18,500 | $34.8 萬 | 0.13% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 18,356 | $34.5 萬 | 0.03% | +18,356 | 新進 |
| RVW Wealth, LLC | 17,849 | $33.6 萬 | 0.03% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 17,231 | $32.4 萬 | 0.03% | +17,231 | 新進 |
| Truist Financial Corp | 16,729 | $31.5 萬 | 0.00% | −850−4.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 16,627 | $31.3 萬 | 0.00% | +1,893+12.8% | 加碼 |
| Integrity Alliance, LLC. | 15,586 | $29.3 萬 | 0.02% | −10−0.1% | 減碼 |
| Sterneck Capital Management, LLC | 15,155 | $28.5 萬 | 0.14% | −1,134−7.0% | 減碼 |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $27.8 萬 | 0.22% | −750−4.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 13,684 | $25.8 萬 | 0.03% | +13,684 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 13,425 | $25.3 萬 | 0.00% | +94+0.7% | 加碼 |
| Janney Montgomery Scott LLC | 12,701 | $23.9 萬 | 0.00% | −3,243−20.3% | 減碼 |
| Silver Oak Securities, Inc | 12,461 | $23.5 萬 | 0.02% | +12,461 | 新進 |
| Uhlmann Price Securities, LLC | 10,769 | $20.3 萬 | 0.14% | +242+2.3% | 加碼 |
| Icon Wealth Advisors, LLC | 10,588 | $19.9 萬 | 0.01% | −1,100−9.4% | 減碼 |
| First Financial Corp | 8,581 | $16.1 萬 | 0.07% | −71−0.8% | 減碼 |
| Spire Wealth Management | 7,606 | $14.3 萬 | 0.01% | −1,764−18.8% | 減碼 |
| Geneos Wealth Management Inc. | 6,928 | $13.0 萬 | 0.00% | +1,065+18.2% | 加碼 |
| Global Retirement Partners, LLC | 6,861 | $12.9 萬 | 0.00% | +6,861 | 新進 |
| IFP Advisors, Inc | 5,179 | $9.75 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 3,809 | $7.17 萬 | 0.00% | +3,809 | 新進 |
| AllSquare Wealth Management LLC | 3,500 | $6.59 萬 | 0.04% | 00.0% | 不變 |
| Colonial Trust Co | 3,175 | $5.94 萬 | 0.01% | 00.0% | 不變 |
| Main Street Group, LTD | 2,875 | $5.41 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 2,560 | $4.82 萬 | 0.00% | +2,560 | 新進 |
| Caldwell Sutter Capital, Inc. | 1,600 | $3.01 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,500 | $2.82 萬 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 1,500 | $2.82 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,375 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,175 | $2.21 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,000 | $1.88 萬 | 0.00% | −275−21.6% | 減碼 |
| North Star Investment Management Corp. | 950 | $1.79 萬 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 906 | $1.71 萬 | 0.01% | −107−10.6% | 減碼 |
| WPG Advisers, LLC | 821 | $1.55 萬 | 0.01% | −240−22.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 706 | $1.33 萬 | 0.00% | +16+2.3% | 加碼 |
| Ronald Blue Trust, Inc. | 547 | $1.03 萬 | 0.00% | +4+0.7% | 加碼 |
| Aspect Partners, LLC | 500 | $9,410 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $9,391 | 0.00% | – | – |
| Armstrong Advisory Group, Inc | 461 | $8,677 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 450 | $8,474 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 400 | $7,528 | 0.00% | −166,098−99.8% | 減碼 |
| Luminist Capital LLC | 386 | $7,218 | 0.01% | −11−2.8% | 減碼 |
| Citizens National Bank Trust Department | 365 | $6,869 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 276 | $5,194 | 0.00% | +276 | 新進 |
| Inlight Wealth Management, LLC | 253 | $4,761 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 236 | $4,442 | 0.00% | +236 | 新進 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 220 | $4,140 | 0.00% | 00.0% | 不變 |