First Trust Advisors
PDO

First Trust Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

First Trust Advisors’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-45,224
Closed -$585K – 2730
2026
Q1 		$585K Sell
45,224
-7,803
-15% -$107K ﹤0.01% 2317
2025
Q4 		$734K Sell
53,027
-21,746
-29% -$302K ﹤0.01% 2250
2025
Q3 		$1.06M Sell
74,773
-1,727
-2% -$23.7K ﹤0.01% 2080
2025
Q2 		$1.03M Sell
76,500
-15,449
-17% -$206K ﹤0.01% 2058
2025
Q1 		$1.28M Sell
91,949
-2,802
-3% -$38.7K ﹤0.01% 1960
2024
Q4 		$1.29M Buy
94,751
+4,729
+5% +$64.7K ﹤0.01% 1977
2024
Q3 		$1.27M Buy
90,022
+702
+0.8% +$9.51K ﹤0.01% 1944
2024
Q2 		$1.19M Buy
89,320
+3,412
+4% +$44.8K ﹤0.01% 1902
2024
Q1 		$1.13M Buy
85,908
+2,890
+3% +$37.4K ﹤0.01% 1951
2023
Q4 		$1.02M Buy
83,018
+709
+0.9% +$8.3K ﹤0.01% 1968
2023
Q3 		$978K Buy
82,309
+4,457
+6% +$56.8K ﹤0.01% 1969
2023
Q2 		$1.02M Sell
77,852
-3,826
-5% -$49K ﹤0.01% 1980
2023
Q1 		$1.01M Buy
81,678
+30,384
+59% +$409K ﹤0.01% 1962
2022
Q4 		$655K Buy
51,294
+6,227
+14% +$85.8K ﹤0.01% 2098
2022
Q3 		$594K Buy
45,067
+26,791
+147% +$396K ﹤0.01% 2146
2022
Q2 		$253K Sell
18,276
-645
-3% -$9.97K ﹤0.01% 2339
2022
Q1 		$321K Buy
18,921
+888
+5% +$15.8K ﹤0.01% 2358
2021
Q4 		$353K Buy
18,033
+575
+3% +$11.8K ﹤0.01% 2364
2021
Q3 		$366K Buy
17,458
+1,150
+7% +$24.7K ﹤0.01% 2347
2021
Q2 		$378K Buy
16,308
+719
+5% +$15.1K ﹤0.01% 2334
2021
Q1 		$313K Buy
+15,589
New +$317K ﹤0.01% 2318

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

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

First Trust Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2026, closing a stake of 45,224 shares — an estimated $585K sold.

First Trust Advisors first reported a position in PDO in Q1 2021 and held it in 21 quarters. The position peaked at $1.29M in Q4 2024. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

  • First Trust Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • First Trust Advisors sold 45,224 PIMCO Dynamic Income Opportunities Fund shares in Q2 2026, an estimated $585K.
  • First Trust Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and held it in 21 quarters.
  • First Trust Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $1.29M in Q4 2024.
  • 136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

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