Goelzer Investment Management 13F: New $642K Stake in FMDE
Goelzer Investment Management has made a significant move by acquiring shares in FMDE.
Reviewed by automated data checks against the source filing. How we make and check alerts
Goelzer Investment Management opened a new position of 15,890 shares in Fidelity Enhanced Mid Cap Core ETF ($FMDE), according to a 13F filing with the SEC dated October 16, 2026. It reported 15,890 shares worth $641,639 at the end of the quarter.
Find the original: Goelzer Investment Management 13F filings on SEC EDGAR
FMDE
Fidelity Enhanced Mid Cap Core ETF
Key Points
- Goelzer Investment Management has opened a new position by taking 15,890 shares of FMDE valued at approximately $641,639.
- As of October 16, 2026, FMDE shares were recently traded around $41.01.
- This move comes as Goelzer continues to adjust its portfolio, recently buying shares in SPDR Gold Shares and exiting its position in VEU.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Fidelity Enhanced Mid Cap Core ETF alert may contain errors. Disclosures
Goelzer Investment Management has taken a significant step by acquiring 15,890 shares of FMDE, worth about $641,639, in a filing on October 16, 2026. This marks a new position for the firm, which previously held no shares in FMDE.
What Changed in Goelzer Investment Management's Position
Goelzer Investment Management's recent filing shows that it now owns 15,890 shares of FMDE following their new buy. The total value of this stake is approximately $641,639. This acquisition reflects an interest in FMDE that the firm did not have before.
Other Institutional Activity in FMDE
This could suggest that Goelzer's entry is a noteworthy move, especially given the absence of other significant institutional trades in this period.
Fidelity Enhanced Mid Cap Core ETF Stock Down 1.0%
FMDE shares were recently traded around $41.01. This price point provides a context for Goelzer's acquisition — entering at a time when the stock may present opportunities for potential growth. However, there's no closing price listed for the filing date, indicating that investors may be keen on observing how the stock performs moving forward.
Recent Earnings
Currently, there are no earnings data available for FMDE. Without earnings reports, it’s hard to assess the company’s financial health and performance trends.
Analysts Set New Price Targets
This absence could imply a lack of coverage or interest from financial analysts, which is worth considering as Goelzer invests.
About FMDE
FMDE operates in a sector that is likely influenced by broader market trends and investor sentiment.
Bottom Line
Looking ahead, it will be important to monitor FMDE for any upcoming earnings announcements or future institutional filings that might further shape its market presence. This filing highlights Goelzer's strategic adjustments, showcasing its new stake in FMDE while also shedding light on recent portfolio changes. Investors will be watching to see how this new position evolves in the coming quarters. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Goelzer Investment Management's 13F filing on $FMDE (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Goelzer Investment Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts