First Trust Advisors’s DoubleLine Yield Opportunities Fund DLY Stock Holding History

First Trust Advisors’s Portfolio DLY Stock Details DLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$547K	Buy	38,860 +3,317	+9%	+$46.6K	﹤0.01%	2388
2026 Q1	$495K	Buy	35,543 +2,572	+8%	+$37.3K	﹤0.01%	2356
2025 Q4	$479K	Buy	32,971 +12,156	+58%	+$179K	﹤0.01%	2350
2025 Q3	$314K	Buy	20,815 +2,504	+14%	+$38.6K	﹤0.01%	2403
2025 Q2	$285K	Buy	18,311 +1,626	+10%	+$25K	﹤0.01%	2430
2025 Q1	$269K	Sell	16,685 -332	-2%	-$5.34K	﹤0.01%	2396
2024 Q4	$269K	Buy	17,017 +102	+0.6%	+$1.65K	﹤0.01%	2406
2024 Q3	$281K	Sell	16,915 -711	-4%	-$11.5K	﹤0.01%	2272
2024 Q2	$278K	Sell	17,626 -81	-0.5%	-$1.26K	﹤0.01%	2212
2024 Q1	$282K	Buy	+17,707	New	+$273K	﹤0.01%	2240

Other funds holding DLY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors's DLY Position: Q2 2026 in Review

First Trust Advisors increased its DoubleLine Yield Opportunities Fund (DLY) stake by 9.3% in Q2 2026, buying an estimated $46.6K and bringing the position to 38,860 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

First Trust Advisors first reported a position in DLY in Q1 2024 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold DLY as of Q2 2026.

First Trust Advisors held 38,860 shares of DoubleLine Yield Opportunities Fund worth $547K as of Q2 2026.
First Trust Advisors bought 3,317 DoubleLine Yield Opportunities Fund shares in Q2 2026, an estimated $46.6K.
DoubleLine Yield Opportunities Fund made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2388 holding.
First Trust Advisors first reported a position in DoubleLine Yield Opportunities Fund in Q1 2024 and has held it in 10 quarters since.
90 funds tracked by Wall St. Rank held DoubleLine Yield Opportunities Fund as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.