FNT
HIO

First Nebraska Trust’s Western Asset High Income Opportunity Fund HIO Stock Holding History

First Nebraska Trust’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80.1K Hold
22,060
– – 0.01% 218
2025
Q4 		$81.8K Buy
22,060
+3,000
+16% +$11.4K 0.01% 219
2025
Q3 		$73.2K Buy
+19,060
New +$75.6K 0.01% 204

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Nebraska Trust's HIO Position: Q1 2026 in Review

First Nebraska Trust held its Western Asset High Income Opportunity Fund (HIO) position steady in Q1 2026 at 22,060 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #218.

First Nebraska Trust first reported a position in HIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $81.8K in Q4 2025. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

  • First Nebraska Trust held 22,060 shares of Western Asset High Income Opportunity Fund worth $80.1K as of Q1 2026.
  • First Nebraska Trust left its Western Asset High Income Opportunity Fund share count unchanged in Q1 2026.
  • Western Asset High Income Opportunity Fund made up 0.01% of First Nebraska Trust's portfolio in Q1 2026, its #218 holding.
  • First Nebraska Trust first reported a position in Western Asset High Income Opportunity Fund in Q3 2025 and has held it in 3 quarters since.
  • First Nebraska Trust's Western Asset High Income Opportunity Fund position peaked at $81.8K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.