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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 $5.54B AUM 27.43% 1-Year Est. Return

First Trust Capital Management's SRDX Position: Q4 2025 in Review

First Trust Capital Management sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 19,335 shares — an estimated $578K sold.

First Trust Capital Management first reported a position in SRDX in Q3 2024 and held it in 5 quarters. The position peaked at $682K in Q3 2024. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

  • First Trust Capital Management reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
  • First Trust Capital Management sold 19,335 Surmodics shares in Q4 2025, an estimated $578K.
  • First Trust Capital Management first reported a position in Surmodics in Q3 2024 and held it in 5 quarters.
  • First Trust Capital Management's Surmodics position peaked at $682K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on First Trust Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.