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。
2026 年第 1 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2026/3/31 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
- 120
- 較 2025 年第 4 季 +5 家
- 持有股數
- 1,873 萬
- 較 2025 年第 4 季 +53.1 萬 (+2.9%)
- 總市值
- $3.30 億
- 較 2025 年第 4 季 −$897.1 萬 (−2.6%)
- 新進機構
- 16
- 另有 41 家加碼
- 清倉機構
- 11
- 另有 23 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 9,745,769 | $1.72 億 | 0.01% | +549,667+6.0% | 加碼 |
| Wells Fargo & Company | 1,218,651 | $2,148 萬 | 0.00% | +64,117+5.6% | 加碼 |
| Sit Investment Associates Inc | 1,213,727 | $2,140 萬 | 0.43% | −1,937−0.2% | 減碼 |
| LPL Financial LLC | 948,767 | $1,673 萬 | 0.00% | −575−0.1% | 減碼 |
| Royal Bank of Canada | 739,258 | $1,303 萬 | 0.00% | +44,205+6.4% | 加碼 |
| Invesco Ltd. | 634,556 | $1,119 萬 | 0.00% | −112,065−15.0% | 減碼 |
| Peak Planning Group, LLC | 397,793 | $701.3 萬 | 1.94% | +8,350+2.1% | 加碼 |
| We Are One Seven, LLC | 391,175 | $689.6 萬 | 0.14% | +799+0.2% | 加碼 |
| Cohen & Steers, Inc. | 361,198 | $636.8 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 236,254 | $416.5 萬 | 0.03% | +612+0.3% | 加碼 |
| Stifel Financial Corp | 179,609 | $316.7 萬 | 0.00% | +11,666+6.9% | 加碼 |
| UBS Group AG | 158,615 | $279.6 萬 | 0.00% | +5,977+3.9% | 加碼 |
| Advisor Group Holdings, Inc. | 111,850 | $197.2 萬 | 0.00% | −31,259−21.8% | 減碼 |
| Baird Financial Group, Inc. | 99,580 | $175.6 萬 | 0.00% | −559−0.6% | 減碼 |
| Rareview Capital LLC | 91,917 | $173.0 萬 | 1.01% | +15,823+20.8% | 加碼 |
| Bank of America Corp | 96,239 | $169.7 萬 | 0.00% | +9,639+11.1% | 加碼 |
| Raymond James Financial Inc | 94,738 | $167.0 萬 | 0.00% | +7,107+8.1% | 加碼 |
| GWM Advisors LLC | 82,770 | $145.9 萬 | 0.01% | +529+0.6% | 加碼 |
| Noble Wealth Management PBC | 75,117 | $132.4 萬 | 0.68% | +4,510+6.4% | 加碼 |
| IHT Wealth Management, LLC | 73,643 | $129.8 萬 | 0.03% | 00.0% | 不變 |
| Cetera Investment Advisers | 72,161 | $127.2 萬 | 0.00% | +4,668+6.9% | 加碼 |
| Principal Securities, Inc. | 70,333 | $124.0 萬 | 0.02% | +260+0.4% | 加碼 |
| Shaker Financial Services, LLC | 68,010 | $119.9 萬 | 0.42% | −36,264−34.8% | 減碼 |
| Onyx Bridge Wealth Group LLC | 67,940 | $119.8 萬 | 0.13% | +4,152+6.5% | 加碼 |
| Oppenheimer & Co Inc | 67,262 | $118.6 萬 | 0.01% | −514−0.8% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 64,833 | $114.3 萬 | 0.04% | −2,237−3.3% | 減碼 |
| Envestnet Asset Management Inc | 57,026 | $100.5 萬 | 0.00% | +5,800+11.3% | 加碼 |
| Centaurus Financial, Inc. | 56,428 | $99.5 萬 | 0.05% | −449−0.8% | 減碼 |
| Guggenheim Capital LLC | 49,419 | $87.1 萬 | 0.01% | −32,907−40.0% | 減碼 |
| Prospera Financial Services Inc | 46,464 | $81.9 萬 | 0.01% | +1,331+2.9% | 加碼 |
| Janney Montgomery Scott LLC | 44,701 | $78.8 萬 | 0.00% | −4,950−10.0% | 減碼 |
| Magnus Financial Group LLC | 42,937 | $75.7 萬 | 0.06% | −9,936−18.8% | 減碼 |
| Wedbush Securities Inc | 42,555 | $75.0 萬 | 0.02% | +42,555 | 新進 |
| Alessandra Capital Management, LLC | 41,518 | $73.2 萬 | 0.62% | +6,518+18.6% | 加碼 |
| PFG Investments, LLC | 41,112 | $72.5 萬 | 0.03% | +1,094+2.7% | 加碼 |
| Capital Investment Advisors, LLC | 39,666 | $69.9 萬 | 0.01% | −478−1.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 39,099 | $68.9 萬 | 0.03% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 35,464 | $66.1 萬 | 0.05% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 37,034 | $65.3 萬 | 0.00% | −1,746−4.5% | 減碼 |
| Sowell Financial Services LLC | 36,388 | $64.2 萬 | 0.02% | 00.0% | 不變 |
| Lido Advisors, LLC | 33,855 | $59.7 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 31,622 | $55.7 萬 | 0.00% | +31,622 | 新進 |
| Rockefeller Capital Management L.P. | 30,266 | $53.4 萬 | 0.00% | +9,950+49.0% | 加碼 |
| CWM, LLC | 29,160 | $51.4 萬 | 0.00% | +5,971+25.7% | 加碼 |
| RDA Financial Network | 28,269 | $49.8 萬 | 0.12% | +420+1.5% | 加碼 |
| Saxony Capital Management, LLC | 27,700 | $48.8 萬 | 0.28% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 26,897 | $47.4 萬 | 0.00% | −5,893−18.0% | 減碼 |
| Intellectus Partners, LLC | 26,221 | $46.2 萬 | 0.09% | +353+1.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 25,379 | $44.7 萬 | 0.05% | +6,003+31.0% | 加碼 |
| International Assets Investment Management, LLC | 25,223 | $44.5 萬 | 0.03% | +1,708+7.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 24,086 | $42.5 萬 | 0.00% | +2,172+9.9% | 加碼 |
| Delta Capital Management LLC | 24,040 | $42.4 萬 | 0.23% | −1,300−5.1% | 減碼 |
| Susquehanna International Group, LLP | 22,749 | $40.1 萬 | 0.00% | +7,090+45.3% | 加碼 |
| Integrated Wealth Concepts LLC | 20,570 | $36.3 萬 | 0.00% | +2,786+15.7% | 加碼 |
| EJMK Ventures LLC | 20,161 | $35.5 萬 | 0.20% | +79+0.4% | 加碼 |
| Gridiron Partners, LLC | 19,345 | $33.8 萬 | 0.21% | −7,213−27.2% | 減碼 |
| Mathes Company, Inc. | 18,250 | $32.2 萬 | 0.12% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 18,081 | $31.9 萬 | 0.02% | −1,000−5.2% | 減碼 |
| RVW Wealth, LLC | 17,849 | $31.5 萬 | 0.02% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 17,195 | $30.5 萬 | 0.00% | −1,727−9.1% | 減碼 |
| Jane Street Group, LLC | 16,871 | $29.7 萬 | 0.00% | −30,094−64.1% | 減碼 |
| Silver Oak Securities, Inc | 15,152 | $26.7 萬 | 0.02% | +1,677+12.4% | 加碼 |
| Morey & Quinn Wealth Partners, LLC | 14,792 | $26.1 萬 | 0.19% | 00.0% | 不變 |
| Integrity Alliance, LLC. | 14,386 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Gateway Wealth Partners, LLC | 14,176 | $25.0 萬 | 0.01% | +14,176 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 14,095 | $24.8 萬 | 0.00% | −840−5.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,036 | $24.7 萬 | 0.00% | +277+2.0% | 加碼 |
| Consolidated Capital Management, LLC | 13,661 | $24.1 萬 | 0.08% | +1,090+8.7% | 加碼 |
| RSM US Wealth Management LLC | 12,922 | $22.8 萬 | 0.00% | +2,684+26.2% | 加碼 |
| Truist Financial Corp | 11,802 | $20.8 萬 | 0.00% | +1,687+16.7% | 加碼 |
| Uhlmann Price Securities, LLC | 11,488 | $20.3 萬 | 0.01% | +245+2.2% | 加碼 |
| Independent Advisor Alliance | 11,177 | $19.7 萬 | 0.00% | +11,177 | 新進 |
| Icon Wealth Advisors, LLC | 10,588 | $19.4 萬 | 0.01% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 10,878 | $19.2 萬 | 0.09% | 00.0% | 不變 |
| Spire Wealth Management | 8,458 | $14.9 萬 | 0.01% | +1,000+13.4% | 加碼 |
| Hollencrest Capital Management | 7,900 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| First Financial Corp | 5,933 | $10.5 萬 | 0.04% | −1,911−24.4% | 減碼 |
| Gill Capital Partners, LLC | 5,923 | $10.4 萬 | 0.03% | +5,923 | 新進 |
| IFP Advisors, Inc | 5,179 | $9.13 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,794 | $6.69 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 3,473 | $6.12 萬 | 0.01% | +596+20.7% | 加碼 |
| Colonial Trust Co | 3,175 | $5.47 萬 | 0.01% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 2,955 | $5.21 萬 | 0.00% | +2,955 | 新進 |
| Advisory Services Network, LLC | 2,765 | $4.87 萬 | 0.00% | +2,765 | 新進 |
| Ameriflex Group, Inc. | 2,600 | $4.58 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 2,560 | $4.51 萬 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 2,400 | $4.23 萬 | 0.00% | +2,000+500.0% | 加碼 |
| Caldwell Sutter Capital, Inc. | 2,050 | $3.61 萬 | 0.01% | 00.0% | 不變 |
| Golden State Equity Partners | 1,925 | $3.40 萬 | 0.00% | +1,925 | 新進 |
| Thomas J. Herzfeld Advisors, Inc. | 1,762 | $3.11 萬 | 0.01% | −30−1.7% | 減碼 |
| WPG Advisers, LLC | 1,533 | $2.70 萬 | 0.02% | +380+33.0% | 加碼 |
| Larson Financial Group LLC | 1,500 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Golden State Wealth Management, LLC | 1,500 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 1,450 | $2.56 萬 | 0.01% | +1,450 | 新進 |
| Anchor Investment Management, LLC | 1,375 | $2.42 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,308 | $2.31 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,175 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,050 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| Mosley Wealth Management | 750 | $1.44 萬 | 0.01% | +750 | 新進 |
| SOA Wealth Advisors, LLC. | 753 | $1.33 萬 | 0.00% | +16+2.2% | 加碼 |