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 4 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2025/12/31 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
- 118
- 較 2025 年第 3 季 −1 家
- 持有股數
- 1,824 萬
- 較 2025 年第 3 季 −90.9 萬 (−4.7%)
- 總市值
- $3.40 億
- 較 2025 年第 3 季 +$2,094 萬 (+6.6%)
- 新進機構
- 16
- 另有 39 家加碼
- 清倉機構
- 17
- 另有 33 家減碼
另有 1 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 9,196,102 | $1.71 億 | 0.01% | +522,557+6.0% | 加碼 |
| Sit Investment Associates Inc | 1,215,664 | $2,266 萬 | 0.45% | +641,124+111.6% | 加碼 |
| Wells Fargo & Company | 1,154,534 | $2,152 萬 | 0.00% | +141,156+13.9% | 加碼 |
| LPL Financial LLC | 949,342 | $1,770 萬 | 0.00% | +115,746+13.9% | 加碼 |
| Invesco Ltd. | 746,621 | $1,392 萬 | 0.00% | +118,352+18.8% | 加碼 |
| Royal Bank of Canada | 695,053 | $1,296 萬 | 0.00% | −51,089−6.8% | 減碼 |
| We Are One Seven, LLC | 390,376 | $727.7 萬 | 0.15% | −21,445−5.2% | 減碼 |
| Peak Planning Group, LLC | 389,443 | $725.9 萬 | 2.04% | +389,443 | 新進 |
| Cohen & Steers, Inc. | 361,198 | $673.3 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 235,642 | $439.2 萬 | 0.03% | +11,097+4.9% | 加碼 |
| Stifel Financial Corp | 167,943 | $313.0 萬 | 0.00% | +6,315+3.9% | 加碼 |
| UBS Group AG | 152,638 | $284.5 萬 | 0.00% | +11,077+7.8% | 加碼 |
| Advisor Group Holdings, Inc. | 143,109 | $266.8 萬 | 0.00% | −5,936−4.0% | 減碼 |
| Shaker Financial Services, LLC | 104,274 | $195.8 萬 | 0.62% | +31,014+42.3% | 加碼 |
| Baird Financial Group, Inc. | 100,139 | $186.7 萬 | 0.00% | −2,774−2.7% | 減碼 |
| Raymond James Financial Inc | 87,631 | $163.3 萬 | 0.00% | −8,766−9.1% | 減碼 |
| Bank of America Corp | 86,600 | $161.4 萬 | 0.00% | −4,372−4.8% | 減碼 |
| Guggenheim Capital LLC | 82,326 | $153.5 萬 | 0.01% | −35,907−30.4% | 減碼 |
| GWM Advisors LLC | 82,241 | $153.3 萬 | 0.01% | −21,513−20.7% | 減碼 |
| Rareview Capital LLC | 76,094 | $143.2 萬 | 0.93% | +20,966+38.0% | 加碼 |
| IHT Wealth Management, LLC | 73,643 | $137.3 萬 | 0.03% | −9,200−11.1% | 減碼 |
| Noble Wealth Management PBC | 70,607 | $131.6 萬 | 0.66% | +68,607+3,430.4% | 加碼 |
| Principal Securities, Inc. | 70,073 | $130.6 萬 | 0.02% | +347+0.5% | 加碼 |
| Oppenheimer & Co Inc | 67,776 | $126.3 萬 | 0.02% | −17,526−20.5% | 減碼 |
| Cetera Investment Advisers | 67,493 | $125.8 萬 | 0.00% | +5,790+9.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 67,070 | $125.0 萬 | 0.04% | −66,276−49.7% | 減碼 |
| Onyx Bridge Wealth Group LLC | 63,788 | $118.9 萬 | 0.13% | +581+0.9% | 加碼 |
| Centaurus Financial, Inc. | 56,877 | $106.0 萬 | 0.05% | −925−1.6% | 減碼 |
| Magnus Financial Group LLC | 52,873 | $98.6 萬 | 0.08% | +3,713+7.6% | 加碼 |
| Envestnet Asset Management Inc | 51,226 | $95.5 萬 | 0.00% | +10,509+25.8% | 加碼 |
| Janney Montgomery Scott LLC | 49,651 | $92.5 萬 | 0.00% | +2,095+4.4% | 加碼 |
| Jane Street Group, LLC | 46,965 | $87.5 萬 | 0.00% | +46,965 | 新進 |
| Prospera Financial Services Inc | 45,133 | $84.1 萬 | 0.01% | −2,492−5.2% | 減碼 |
| Ameriprise Financial Inc | 39,658 | $76.4 萬 | 0.00% | −110,162−73.5% | 減碼 |
| Capital Investment Advisors, LLC | 40,144 | $74.8 萬 | 0.01% | −2,509−5.9% | 減碼 |
| PFG Investments, LLC | 40,018 | $74.6 萬 | 0.04% | +4,704+13.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 39,099 | $73.3 萬 | 0.04% | −1,501−3.7% | 減碼 |
| Commonwealth Equity Services, LLC | 38,780 | $72.3 萬 | 0.00% | −7,249−15.7% | 減碼 |
| Sowell Financial Services LLC | 36,388 | $67.8 萬 | 0.02% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 35,464 | $66.1 萬 | 0.05% | −2,507−6.6% | 減碼 |
| Alessandra Capital Management, LLC | 35,000 | $65.2 萬 | 0.58% | +35,000 | 新進 |
| Lido Advisors, LLC | 33,855 | $64.8 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 32,971 | $61.5 萬 | 0.00% | +391+1.2% | 加碼 |
| Kestra Advisory Services, LLC | 32,790 | $61.1 萬 | 0.00% | +1,542+4.9% | 加碼 |
| RDA Financial Network | 27,849 | $51.9 萬 | 0.12% | −305−1.1% | 減碼 |
| Saxony Capital Management, LLC | 27,700 | $51.6 萬 | 0.32% | −250−0.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 27,316 | $50.9 萬 | 0.03% | +27,316 | 新進 |
| Gridiron Partners, LLC | 26,558 | $49.5 萬 | 0.28% | −2,503,868−99.0% | 減碼 |
| Intellectus Partners, LLC | 25,868 | $48.6 萬 | 0.09% | +347+1.4% | 加碼 |
| Delta Capital Management LLC | 25,340 | $47.2 萬 | 0.27% | −2,000−7.3% | 減碼 |
| International Assets Investment Management, LLC | 23,515 | $43.8 萬 | 0.03% | +6,284+36.5% | 加碼 |
| CWM, LLC | 23,189 | $43.2 萬 | 0.00% | −5,209−18.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 21,914 | $40.8 萬 | 0.00% | +116+0.5% | 加碼 |
| Rockefeller Capital Management L.P. | 20,316 | $37.9 萬 | 0.00% | +1,534+8.2% | 加碼 |
| EJMK Ventures LLC | 20,082 | $37.4 萬 | 0.23% | +20,082 | 新進 |
| SeaCrest Wealth Management, LLC | 19,376 | $36.2 萬 | 0.04% | +2,450+14.5% | 加碼 |
| Kovack Advisors, Inc. | 19,081 | $35.6 萬 | 0.02% | +19,081 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 18,922 | $35.4 萬 | 0.00% | +2,578+15.8% | 加碼 |
| Mathes Company, Inc. | 18,250 | $34.0 萬 | 0.12% | +750+4.3% | 加碼 |
| RVW Wealth, LLC | 17,849 | $33.3 萬 | 0.03% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 17,784 | $33.1 萬 | 0.00% | −3,489−16.4% | 減碼 |
| Susquehanna International Group, LLP | 15,659 | $29.2 萬 | 0.00% | −2,541−14.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 14,935 | $27.8 萬 | 0.00% | +1,130+8.2% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $27.6 萬 | 0.20% | 00.0% | 不變 |
| Integrity Alliance, LLC. | 14,386 | $26.8 萬 | 0.01% | −700−4.6% | 減碼 |
| Global Retirement Partners, LLC | 14,068 | $26.2 萬 | 0.00% | +7,063+100.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,759 | $25.6 萬 | 0.00% | −5,940−30.2% | 減碼 |
| Silver Oak Securities, Inc | 13,475 | $25.3 萬 | 0.02% | +163+1.2% | 加碼 |
| Consolidated Capital Management, LLC | 12,571 | $23.4 萬 | 0.07% | +12,571 | 新進 |
| Cooper Financial Group | 12,020 | $22.4 萬 | 0.02% | +111+0.9% | 加碼 |
| XTX Topco Ltd | 11,692 | $21.8 萬 | 0.01% | +11,692 | 新進 |
| Uhlmann Price Securities, LLC | 11,243 | $21.0 萬 | 0.12% | +242+2.2% | 加碼 |
| Sterneck Capital Management, LLC | 10,878 | $20.3 萬 | 0.09% | −10.0% | 減碼 |
| Icon Wealth Advisors, LLC | 10,588 | $19.7 萬 | 0.01% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 10,238 | $19.2 萬 | 0.00% | +10,238 | 新進 |
| Truist Financial Corp | 10,115 | $18.9 萬 | 0.00% | −5,321−34.5% | 減碼 |
| Hollencrest Capital Management | 7,900 | $14.7 萬 | 0.01% | +7,900 | 新進 |
| First Financial Corp | 7,844 | $14.6 萬 | 0.06% | −737−8.6% | 減碼 |
| Spire Wealth Management | 7,458 | $13.9 萬 | 0.00% | −145−1.9% | 減碼 |
| IFP Advisors, Inc | 5,179 | $9.65 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,794 | $7.07 萬 | 0.00% | 00.0% | 不變 |
| Colonial Trust Co | 3,175 | $5.96 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 2,877 | $5.36 萬 | 0.01% | +2,877 | 新進 |
| CIBC Private Wealth Group, LLC | 2,635 | $4.91 萬 | 0.00% | +2,635 | 新進 |
| Ameriflex Group, Inc. | 2,600 | $4.85 萬 | 0.03% | −2,600−50.0% | 減碼 |
| Allworth Financial LP | 2,560 | $4.77 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 2,050 | $3.82 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | – | $3.40 萬 | 0.00% | – | – |
| Thomas J. Herzfeld Advisors, Inc. | 1,792 | $3.34 萬 | 0.01% | −65−3.5% | 減碼 |
| Larson Financial Group LLC | 1,500 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 1,500 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,375 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,308 | $2.44 萬 | 0.00% | +1,123+607.0% | 加碼 |
| Bryn Mawr Trust Co | 1,175 | $2.19 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 1,153 | $2.15 萬 | 0.02% | +242+26.6% | 加碼 |
| Central Trust Co | 1,132 | $2.11 萬 | 0.00% | +1,132 | 新進 |
| North Star Investment Management Corp. | 1,050 | $1.96 萬 | 0.00% | +100+10.5% | 加碼 |
| Strategic Advocates LLC | 959 | $1.80 萬 | 0.00% | +16+1.7% | 加碼 |
| DV Trading LLC | 800 | $1.49 萬 | 0.00% | +800 | 新進 |
| Aspect Partners, LLC | 750 | $1.40 萬 | 0.01% | +250+50.0% | 加碼 |