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FTCM
SRDX
First Trust Capital Management’s
Surmodics
SRDX
Stock Holding History
First Trust Capital Management’s Portfolio
SRDX Stock Details
SRDX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-19,335
Closed
-$578K
–
178
2025
Q3
$578K
Hold
19,335
–
–
0.04%
114
2025
Q2
$574K
Sell
19,335
-586
-3%
-$16.9K
0.04%
113
2025
Q1
$608K
Buy
19,921
+3,516
+21%
+$118K
0.04%
87
2024
Q4
$650K
Sell
16,405
-1,172
-7%
-$45.6K
0.05%
82
2024
Q3
$682K
Buy
+17,577
New
+$711K
0.05%
103
Other funds holding SRDX
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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