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 2 季 13F 持有人
First Trust Intermediate Duration Preferred & Income Fund 在 2026/6/30 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
- 121
- 較 2026 年第 1 季 +2 家
- 持有股數
- 1,897 萬
- 較 2026 年第 1 季 +27.2 萬 (+1.5%)
- 總市值
- $3.45 億
- 較 2026 年第 1 季 +$1,497 萬 (+4.5%)
- 新進機構
- 12
- 另有 47 家加碼
- 清倉機構
- 10
- 另有 30 家減碼
另有 1 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 | $3.08 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 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Assetmark, Inc | 9 | $164 | 0.00% | 00.0% | 不變 |
| Trust Co | 11 | $200 | 0.00% | +11 | 新進 |
| Birchbrook, Inc. | 40 | $727 | 0.00% | 00.0% | 不變 |
| Comprehensive Financial Planning, Inc. | 46 | $836 | 0.00% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 67 | $1,217 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 76 | $1,381 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 84 | $1,526 | 0.00% | +84 | 新進 |
| JPMorgan Chase & Co | 88 | $1,588 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 141 | $2,549 | 0.00% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 150 | $2,726 | 0.00% | 00.0% | 不變 |
| Security National Bank of Sioux City Iowa | 201 | $3,652 | 0.00% | +201 | 新進 |
| IFP Advisors, Inc | 207 | $3,761 | 0.00% | −4,972−96.0% | 減碼 |
| Citizens National Bank Trust Department | 365 | $6,632 | 0.00% | 00.0% | 不變 |
| Luminist Capital LLC | 386 | $7,014 | 0.01% | +386 | 新進 |
| Salomon & Ludwin, LLC | 450 | $8,118 | 0.00% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 461 | $8,377 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 547 | $9,940 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 558 | $1.01 萬 | 0.00% | +558 | 新進 |
| LifeSteps Financial, Inc. | 600 | $1.09 萬 | 0.01% | +600 | 新進 |
| NBC Securities, Inc. | 625 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 667 | $1.20 萬 | 0.00% | +531+390.4% | 加碼 |
| SOA Wealth Advisors, LLC. | 770 | $1.40 萬 | 0.00% | +17+2.3% | 加碼 |
| Mosley Wealth Management | 784 | $1.42 萬 | 0.00% | +34+4.5% | 加碼 |
| Aspect Partners, LLC | 1,000 | $1.82 萬 | 0.01% | +250+33.3% | 加碼 |
| SRS Capital Advisors, Inc. | 1,000 | $1.82 萬 | 0.00% | +500+100.0% | 加碼 |
| North Star Investment Management Corp. | 1,050 | $1.91 萬 | 0.00% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 1,175 | $2.13 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,375 | $2.50 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $2.60 萬 | 0.00% | – | – |
| Main Street Group, LTD | 1,450 | $2.63 萬 | 0.01% | 00.0% | 不變 |
| WPG Advisers, LLC | 1,594 | $2.90 萬 | 0.02% | +61+4.0% | 加碼 |
| Farther Finance Advisors, LLC | 1,708 | $3.10 萬 | 0.00% | +400+30.6% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 1,985 | $3.61 萬 | 0.01% | +223+12.7% | 加碼 |
| Caldwell Sutter Capital, Inc. | 2,050 | $3.72 萬 | 0.01% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 2,400 | $4.36 萬 | 0.02% | −200−7.7% | 減碼 |
| Allworth Financial LP | 2,560 | $4.65 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,622 | $4.76 萬 | 0.00% | +2,319+765.3% | 加碼 |
| Colonial Trust Co | 3,175 | $5.73 萬 | 0.01% | 00.0% | 不變 |
| Allied Private Wealth LLC | 3,327 | $5.98 萬 | 0.04% | +3,327 | 新進 |
| Rothschild Investment LLC | 3,400 | $6.18 萬 | 0.00% | +1,000+41.7% | 加碼 |
| First National Bank | 3,459 | $6.29 萬 | 0.02% | +3,459 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 3,618 | $6.57 萬 | 0.01% | +145+4.2% | 加碼 |
| Geneos Wealth Management Inc. | 3,794 | $6.89 萬 | 0.00% | 00.0% | 不變 |
| First Financial Corp | 5,806 | $10.5 萬 | 0.04% | −127−2.1% | 減碼 |
| Gill Capital Partners, LLC | 5,923 | $10.8 萬 | 0.03% | 00.0% | 不變 |
| Spire Wealth Management | 7,458 | $13.6 萬 | 0.00% | −1,000−11.8% | 減碼 |
| Hollencrest Capital Management | 7,900 | $14.4 萬 | 0.01% | 00.0% | 不變 |
| Clear Street Group Inc. | 8,046 | $14.6 萬 | 0.00% | +8,046 | 新進 |
| Icon Wealth Advisors, LLC | 10,588 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Sterneck Capital Management, LLC | 10,878 | $19.8 萬 | 0.08% | 00.0% | 不變 |
| Maridea Wealth Management LLC | 11,313 | $20.6 萬 | 0.02% | +11,313 | 新進 |
| Uhlmann Price Securities, LLC | 11,745 | $21.3 萬 | 0.01% | +257+2.2% | 加碼 |
| RSM US Wealth Management LLC | 12,407 | $22.5 萬 | 0.00% | −515−4.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,785 | $23.2 萬 | 0.00% | −1,251−8.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 13,100 | $23.8 萬 | 0.00% | −995−7.1% | 減碼 |
| Morey & Quinn Wealth Partners, LLC | 13,192 | $24.0 萬 | 0.15% | −1,600−10.8% | 減碼 |
| Silver Oak Securities, Inc | 14,152 | $25.7 萬 | 0.02% | −1,000−6.6% | 減碼 |
| Susquehanna International Group, LLP | 14,181 | $25.8 萬 | 0.00% | −8,568−37.7% | 減碼 |
| Integrity Alliance, LLC. | 14,847 | $27.0 萬 | 0.01% | +461+3.2% | 加碼 |
| Kovack Advisors, Inc. | 16,511 | $29.8 萬 | 0.01% | −1,570−8.7% | 減碼 |
| Consolidated Capital Management, LLC | 16,491 | $30.0 萬 | 0.08% | +2,830+20.7% | 加碼 |
| Global Retirement Partners, LLC | 17,335 | $31.5 萬 | 0.00% | +17,335 | 新進 |
| RVW Wealth, LLC | 17,849 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| Mathes Company, Inc. | 18,250 | $33.2 萬 | 0.10% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 19,131 | $34.5 萬 | 0.00% | +1,936+11.3% | 加碼 |
| EJMK Ventures LLC | 20,245 | $36.8 萬 | 0.17% | +84+0.4% | 加碼 |
| Integrated Wealth Concepts LLC | 20,914 | $38.0 萬 | 0.00% | +344+1.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 24,440 | $44.4 萬 | 0.00% | +354+1.5% | 加碼 |
| Delta Capital Management LLC | 25,140 | $45.7 萬 | 0.21% | +1,100+4.6% | 加碼 |
| Intellectus Partners, LLC | 26,091 | $47.4 萬 | 0.08% | −130−0.5% | 減碼 |
| Shaker Financial Services, LLC | 26,210 | $47.6 萬 | 0.15% | −41,800−61.5% | 減碼 |
| Gridiron Partners, LLC | 26,558 | $47.9 萬 | 0.25% | +7,213+37.3% | 加碼 |
| Guggenheim Capital LLC | 26,625 | $48.4 萬 | 0.00% | −22,794−46.1% | 減碼 |
| Rockefeller Capital Management L.P. | 26,875 | $48.8 萬 | 0.00% | −3,391−11.2% | 減碼 |
| International Assets Investment Management, LLC | 27,832 | $50.2 萬 | 0.03% | +2,609+10.3% | 加碼 |
| Saxony Capital Management, LLC | 27,700 | $50.3 萬 | 0.23% | 00.0% | 不變 |
| RDA Financial Network | 27,739 | $50.4 萬 | 0.11% | −530−1.9% | 減碼 |
| Kestra Advisory Services, LLC | 30,259 | $55.0 萬 | 0.00% | +3,362+12.5% | 加碼 |
| Fifth Third Bancorp | 31,051 | $56.4 萬 | 0.00% | −571−1.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 32,979 | $59.9 萬 | 0.07% | +7,600+29.9% | 加碼 |
| PFG Investments, LLC | 33,552 | $61.0 萬 | 0.02% | −7,560−18.4% | 減碼 |
| Lido Advisors, LLC | 33,855 | $61.5 萬 | 0.00% | 00.0% | 不變 |
| Sowell Financial Services LLC | 34,880 | $63.4 萬 | 0.02% | −1,508−4.1% | 減碼 |
| Commonwealth Equity Services, LLC | 35,760 | $65.0 萬 | 0.00% | −1,274−3.4% | 減碼 |
| Ethos Financial Group, LLC | 37,438 | $68.0 萬 | 0.05% | +1,974+5.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 38,399 | $69.8 萬 | 0.03% | −700−1.8% | 減碼 |
| Capital Investment Advisors, LLC | 39,666 | $72.1 萬 | 0.01% | 00.0% | 不變 |
| Bramshill Investments, LLC | 40,000 | $72.7 萬 | 0.06% | +40,000 | 新進 |
| Alessandra Capital Management, LLC | 40,948 | $74.4 萬 | 0.53% | −570−1.4% | 減碼 |
| Magnus Financial Group LLC | 43,831 | $79.6 萬 | 0.06% | +894+2.1% | 加碼 |
| Janney Montgomery Scott LLC | 45,196 | $82.1 萬 | 0.00% | +495+1.1% | 加碼 |
| Wedbush Securities Inc | 48,069 | $87.3 萬 | 0.02% | +5,514+13.0% | 加碼 |
| Truist Financial Corp | 49,662 | $90.2 萬 | 0.00% | +37,860+320.8% | 加碼 |
| Prospera Financial Services Inc | 51,465 | $93.5 萬 | 0.01% | +5,001+10.8% | 加碼 |
| Centaurus Financial, Inc. | 56,563 | $102.8 萬 | 0.04% | +135+0.2% | 加碼 |
| Oppenheimer & Co Inc | 60,744 | $110.4 萬 | 0.01% | −6,518−9.7% | 減碼 |
| Principal Securities, Inc. | 68,080 | $123.7 萬 | 0.01% | −2,253−3.2% | 減碼 |
| Onyx Bridge Wealth Group LLC | 68,870 | $125.1 萬 | 0.11% | +930+1.4% | 加碼 |
| Envestnet Asset Management Inc | 73,686 | $133.9 萬 | 0.00% | +16,660+29.2% | 加碼 |
| IHT Wealth Management, LLC | 76,819 | $139.6 萬 | 0.03% | +3,176+4.3% | 加碼 |