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 3 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2025/9/30 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
- 120
- 較 2025 年第 2 季 +10 家
- 持有股數
- 1,916 萬
- 較 2025 年第 2 季 +283.5 萬 (+17.4%)
- 總市值
- $3.19 億
- 較 2025 年第 2 季 +$1,214 萬 (+4.0%)
- 新進機構
- 17
- 另有 35 家加碼
- 清倉機構
- 7
- 另有 32 家減碼
另有 3 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 8,673,545 | $1.66 億 | 0.01% | +327,226+3.9% | 加碼 |
| Wells Fargo & Company | 1,013,378 | $1,941 萬 | 0.00% | +10,304+1.0% | 加碼 |
| LPL Financial LLC | 833,596 | $1,596 萬 | 0.00% | +63,708+8.3% | 加碼 |
| Royal Bank of Canada | 746,142 | $1,429 萬 | 0.00% | −3,645−0.5% | 減碼 |
| Invesco Ltd. | 628,269 | $1,203 萬 | 0.00% | −145,416−18.8% | 減碼 |
| Sit Investment Associates Inc | 574,540 | $1,100 萬 | 0.22% | −16,089−2.7% | 減碼 |
| We Are One Seven, LLC | 411,821 | $788.6 萬 | 0.18% | +4,860+1.2% | 加碼 |
| Cohen & Steers, Inc. | 361,198 | $691.7 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 224,545 | $430.0 萬 | 0.03% | +79,734+55.1% | 加碼 |
| Ameriprise Financial Inc | 149,820 | $328.8 萬 | 0.00% | −26,103−14.8% | 減碼 |
| Stifel Financial Corp | 161,628 | $309.5 萬 | 0.00% | +18,412+12.9% | 加碼 |
| Advisor Group Holdings, Inc. | 149,045 | $287.8 萬 | 0.00% | +7,377+5.2% | 加碼 |
| UBS Group AG | 141,561 | $271.1 萬 | 0.00% | −2,843−2.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 133,346 | $255.4 萬 | 0.09% | −10,318−7.2% | 減碼 |
| Guggenheim Capital LLC | 118,233 | $226.4 萬 | 0.02% | −40,147−25.3% | 減碼 |
| Consolidated Portfolio Review Corp | 106,341 | $203.6 萬 | 0.26% | −5,199−4.7% | 減碼 |
| GWM Advisors LLC | 103,754 | $198.7 萬 | 0.01% | +9,714+10.3% | 加碼 |
| Baird Financial Group, Inc. | 102,913 | $197.1 萬 | 0.00% | −29,141−22.1% | 減碼 |
| Raymond James Financial Inc | 96,397 | $184.6 萬 | 0.00% | −1,221−1.3% | 減碼 |
| Fiera Capital Corp | 91,345 | $174.9 萬 | 0.01% | +2,549+2.9% | 加碼 |
| Bank of America Corp | 90,972 | $174.2 萬 | 0.00% | −17,503−16.1% | 減碼 |
| Oppenheimer & Co Inc | 85,302 | $163.4 萬 | 0.02% | +5,337+6.7% | 加碼 |
| IHT Wealth Management, LLC | 82,843 | $158.6 萬 | 0.04% | +587+0.7% | 加碼 |
| Shaker Financial Services, LLC | 73,260 | $140.3 萬 | 0.48% | −4,496−5.8% | 減碼 |
| Principal Securities, Inc. | 69,726 | $133.5 萬 | 0.02% | +80.0% | 加碼 |
| Onyx Bridge Wealth Group LLC | 63,207 | $121.0 萬 | 0.13% | −2,870−4.3% | 減碼 |
| Cetera Investment Advisers | 61,703 | $118.2 萬 | 0.00% | +28,804+87.6% | 加碼 |
| Centaurus Financial, Inc. | 57,802 | $110.7 萬 | 0.05% | −1,062−1.8% | 減碼 |
| Rareview Capital LLC | 55,128 | $103.8 萬 | 0.63% | −43,509−44.1% | 減碼 |
| Magnus Financial Group LLC | 49,160 | $94.1 萬 | 0.07% | +16,912+52.4% | 加碼 |
| Prospera Financial Services Inc | 47,625 | $91.2 萬 | 0.02% | +6,045+14.5% | 加碼 |
| Janney Montgomery Scott LLC | 47,556 | $91.1 萬 | 0.00% | +34,855+274.4% | 加碼 |
| Commonwealth Equity Services, LLC | 46,029 | $88.1 萬 | 0.00% | +1,506+3.4% | 加碼 |
| Capital Investment Advisors, LLC | 42,653 | $81.7 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 40,717 | $78.0 萬 | 0.00% | −17,069−29.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 40,600 | $77.7 萬 | 0.04% | −522−1.3% | 減碼 |
| Gateway Wealth Partners, LLC | 39,513 | $75.7 萬 | 0.10% | −7,743−16.4% | 減碼 |
| Ethos Financial Group, LLC | 37,971 | $72.7 萬 | 0.06% | +5,143+15.7% | 加碼 |
| Sowell Financial Services LLC | 36,388 | $69.7 萬 | 0.03% | 00.0% | 不變 |
| PFG Investments, LLC | 35,314 | $67.6 萬 | 0.04% | +933+2.7% | 加碼 |
| Lido Advisors, LLC | 33,855 | $64.8 萬 | 0.00% | +9,972+41.8% | 加碼 |
| Comerica Bank | 32,580 | $62.4 萬 | 0.00% | −434−1.3% | 減碼 |
| Kestra Advisory Services, LLC | 31,248 | $59.8 萬 | 0.00% | +722+2.4% | 加碼 |
| CWM, LLC | 28,398 | $54.4 萬 | 0.00% | +216+0.8% | 加碼 |
| RDA Financial Network | 28,154 | $53.9 萬 | 0.13% | −1,014−3.5% | 減碼 |
| Saxony Capital Management, LLC | 27,950 | $53.5 萬 | 0.35% | +1,100+4.1% | 加碼 |
| Delta Capital Management LLC | 27,340 | $52.4 萬 | 0.27% | 00.0% | 不變 |
| Gridiron Partners, LLC | 2,530,426 | $50.9 萬 | 0.29% | +2,503,868+9,427.9% | 加碼 |
| Intellectus Partners, LLC | 25,521 | $48.9 萬 | 0.09% | −169−0.7% | 減碼 |
| HRT Financial LP | 23,652 | $45.2 萬 | 0.00% | +23,652 | 新進 |
| Steward Partners Investment Advisory, LLC | 21,798 | $41.7 萬 | 0.00% | −1,852−7.8% | 減碼 |
| Integrated Wealth Concepts LLC | 21,273 | $40.7 萬 | 0.00% | −1,364−6.0% | 減碼 |
| Balyasny Asset Management LLC | 20,992 | $40.2 萬 | 0.00% | +20,992 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 19,699 | $37.7 萬 | 0.00% | +3,072+18.5% | 加碼 |
| Rockefeller Capital Management L.P. | 18,782 | $36.0 萬 | 0.00% | −1,750−8.5% | 減碼 |
| Susquehanna International Group, LLP | 18,200 | $34.9 萬 | 0.00% | +18,200 | 新進 |
| RVW Wealth, LLC | 17,849 | $34.2 萬 | 0.03% | 00.0% | 不變 |
| Mathes Company, Inc. | 17,500 | $33.5 萬 | 0.12% | −1,000−5.4% | 減碼 |
| International Assets Investment Management, LLC | 17,231 | $32.2 萬 | 0.03% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 16,926 | $31.7 萬 | 0.03% | +3,242+23.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 16,344 | $30.7 萬 | 0.00% | +16,344 | 新進 |
| Creative Planning | 15,548 | $29.8 萬 | 0.00% | +15,548 | 新進 |
| Truist Financial Corp | 15,436 | $29.6 萬 | 0.00% | −1,293−7.7% | 減碼 |
| Integrity Alliance, LLC. | 15,086 | $28.9 萬 | 0.01% | −500−3.2% | 減碼 |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $28.3 萬 | 0.21% | 00.0% | 不變 |
| Millennium Management LLC | 13,866 | $26.6 萬 | 0.00% | +13,866 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 13,805 | $26.4 萬 | 0.00% | +380+2.8% | 加碼 |
| Northern Trust Corp | 13,355 | $25.6 萬 | 0.00% | +13,355 | 新進 |
| Silver Oak Securities, Inc | 13,312 | $25.5 萬 | 0.02% | +851+6.8% | 加碼 |
| Cooper Financial Group | 11,909 | $22.8 萬 | 0.03% | −36,343−75.3% | 減碼 |
| Uhlmann Price Securities, LLC | 11,001 | $21.1 萬 | 0.13% | +232+2.2% | 加碼 |
| Sterneck Capital Management, LLC | 10,879 | $20.8 萬 | 0.10% | −4,276−28.2% | 減碼 |
| Icon Wealth Advisors, LLC | 10,588 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| First Financial Corp | 8,581 | $16.4 萬 | 0.06% | 00.0% | 不變 |
| Spire Wealth Management | 7,603 | $14.6 萬 | 0.00% | −30.0% | 減碼 |
| Global Retirement Partners, LLC | 7,005 | $13.4 萬 | 0.00% | +144+2.1% | 加碼 |
| Ameriflex Group, Inc. | 5,200 | $9.96 萬 | 0.04% | +5,200 | 新進 |
| IFP Advisors, Inc | 5,179 | $9.92 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 3,809 | $7.29 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,794 | $7.27 萬 | 0.00% | −3,134−45.2% | 減碼 |
| AllSquare Wealth Management LLC | 3,500 | $6.70 萬 | 0.04% | 00.0% | 不變 |
| Colonial Trust Co | 3,175 | $6.18 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,765 | $5.29 萬 | 0.00% | +2,765 | 新進 |
| Allworth Financial LP | 2,560 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 2,050 | $3.93 萬 | 0.02% | +450+28.1% | 加碼 |
| Noble Wealth Management PBC | 2,000 | $3.83 萬 | 0.02% | +2,000 | 新進 |
| Thomas J. Herzfeld Advisors, Inc. | 1,857 | $3.56 萬 | 0.01% | +951+105.0% | 加碼 |
| Larson Financial Group LLC | 1,500 | $2.87 萬 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 1,500 | $2.87 萬 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 1,450 | $2.78 萬 | 0.01% | −1,425−49.6% | 減碼 |
| Anchor Investment Management, LLC | 1,375 | $2.63 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,175 | $2.25 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 950 | $1.82 萬 | 0.00% | 00.0% | 不變 |
| Strategic Advocates LLC | 943 | $1.81 萬 | 0.00% | +943 | 新進 |
| WPG Advisers, LLC | 911 | $1.74 萬 | 0.01% | +90+11.0% | 加碼 |
| SOA Wealth Advisors, LLC. | 721 | $1.38 萬 | 0.00% | +15+2.1% | 加碼 |
| Mather Group, LLC. | 670 | $1.28 萬 | 0.00% | +670 | 新進 |
| NBC Securities, Inc. | 625 | $1.20 萬 | 0.00% | +625 | 新進 |
| Ronald Blue Trust, Inc. | 547 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Aspect Partners, LLC | 500 | $9,575 | 0.00% | 00.0% | 不變 |